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 | $29,102 | $106,749-72.7% | $145,433-80.0% | $82,448-64.7% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 16.35% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $233 | $3,444-93.2% | $4,554-94.9% | $2,551-90.9% |
| Participant deferral / active EE | $4,201 | $6,519-35.6% | $7,897-46.8% | $4,139+1.5% |
| Admin fee / account holder | $4,033 | $8,390-51.9% | $13,129-69.3% | $7,234-44.2% |