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 | $17,165 | $78,690-78.2% | $161,489-89.4% | $87,485-80.4% |
| Participation rate | 97.7% | 67.5%+30.2pp | 78.7%+19.0pp | 68.9%+28.7pp |
| Annual return | 17.43% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,220 | $3,311-2.8% | $5,630-42.8% | $4,274-24.7% |
| Admin fee / account holder | $2,305 | $6,724-65.7% | $16,006-85.6% | $7,775-70.4% |