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 | $62,708 | $77,358-18.9% | $102,184-38.6% | $87,485-28.3% |
| Participation rate | 85.7% | 78.7%+7.0pp | 82.6%+3.1pp | 68.9%+16.8pp |
| Annual return | 16.60% | 41.11%-24.5pp | 31.58%-15.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,374 | $6,753+9.2% | $8,309-11.3% | $4,274+72.5% |
| Admin fee / account holder | $659 | $6,809-90.3% | $11,609-94.3% | $7,775-91.5% |