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 | $32,050 | $76,551-58.1% | $123,894-74.1% | $62,881-49.0% |
| Participation rate | 85.4% | 73.0%+12.4pp | 81.4%+4.0pp | 69.3%+16.1pp |
| Annual return | 13.19% | 18.68%-5.5pp | 47.52%-34.3pp | 20.14%-7.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,096 | $4,840+26.0% | $5,984+1.9% | $3,203+90.3% |
| Admin fee / account holder | $1,360 | $4,826-71.8% | $8,357-83.7% | $4,296-68.3% |