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 | $43,430 | $138,366-68.6% | $184,185-76.4% | $80,911-46.3% |
| Participation rate | 72.7% | 83.9%-11.1pp | 86.8%-14.1pp | 67.6%+5.1pp |
| Annual return | 18.02% | 20.02%-2.0pp | 28.81%-10.8pp | 35.63%-17.6pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,813 | $7,074-3.7% | $9,132-25.4% | $4,297+58.6% |
| Admin fee / account holder | $10,183 | $10,484-2.9% | $13,909-26.8% | $6,935+46.8% |