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 | $40,805 | $106,864-61.8% | $147,318-72.3% | $82,637-50.6% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.1%+1.3pp | 68.1%+15.3pp |
| Annual return | 18.36% | 27.49%-9.1pp | 70.43%-52.1pp | 53.51%-35.1pp |
| Employer contribution / active EE | $86 | $3,417-97.5% | $4,593-98.1% | $2,552-96.6% |
| Participant deferral / active EE | $6,120 | $6,496-5.8% | $7,906-22.6% | $4,126+48.3% |
| Admin fee / account holder | $305 | $8,415-96.4% | $13,708-97.8% | $7,339-95.9% |