Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,613 | $56,054-38.3% | $171,082-79.8% | $62,881-45.0% |
| Participation rate | 72.0% | 62.9%+9.1pp | 76.7%-4.7pp | 69.3%+2.7pp |
| Annual return | 7.21% | 22.52%-15.3pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $187 | $1,731-89.2% | $4,002-95.3% | $2,281-91.8% |
| Participant deferral / active EE | $1,321 | $3,158-58.2% | $4,797-72.5% | $3,203-58.8% |
| Admin fee / account holder | $420 | $3,647-88.5% | $8,520-95.1% | $4,296-90.2% |