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 | $80,468 | $62,672+28.4% | $185,117-56.5% | $70,126+14.7% |
| Participation rate | 83.3% | 63.8%+19.6pp | 77.3%+6.1pp | 69.5%+13.8pp |
| Annual return | 17.76% | 40.79%-23.0pp | 40.50%-22.7pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,644 | $3,272+42.0% | $5,045-7.9% | $3,332+39.4% |
| Admin fee / account holder | $472 | $3,932-88.0% | $8,159-94.2% | $4,645-89.8% |