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 | $31,439 | $72,492-56.6% | $87,104-63.9% | $72,975-56.9% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.5pp |
| Annual return | 24.47% | 24.46%0pp | 28.19%-3.7pp | 81.01%-56.5pp |
| Employer contribution / active EE | $182 | $1,894-90.4% | $2,521-92.8% | $2,440-92.5% |
| Participant deferral / active EE | $1,824 | $3,270-44.2% | $4,048-55.0% | $3,608-49.5% |
| Admin fee / account holder | $1,180 | $5,055-76.7% | $7,491-84.3% | $5,124-77.0% |