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 | $61,049 | $146,267-58.3% | $197,124-69.0% | $82,448-26.0% |
| Participation rate | 71.3% | 84.0%-12.8pp | 86.7%-15.5pp | 68.1%+3.2pp |
| Annual return | 15.00% | 29.61%-14.6pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,250 | $4,723-73.5% | $6,227-79.9% | $2,551-51.0% |
| Participant deferral / active EE | $3,898 | $7,035-44.6% | $9,135-57.3% | $4,139-5.8% |
| Admin fee / account holder | $3,371 | $14,422-76.6% | $16,298-79.3% | $7,234-53.4% |