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 | $46,845 | $48,364-3.1% | $71,796-34.8% | $62,881-25.5% |
| Participation rate | 81.8% | 60.6%+21.2pp | 69.1%+12.7pp | 69.3%+12.5pp |
| Annual return | 10.93% | 13.16%-2.2pp | 78.04%-67.1pp | 20.14%-9.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,236 | $2,091+54.7% | $2,794+15.8% | $3,203+1.0% |
| Admin fee / account holder | $2,179 | $3,771-42.2% | $4,815-54.7% | $4,296-49.3% |