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 | $49,834 | $96,956-48.6% | $69,779-28.6% | $273,972-81.8% |
| Participation rate | 70.6% | 77.1%-6.5pp | 71.8%-1.2pp | 83.0%-12.4pp |
| Annual return | 10.23% | 12.93%-2.7pp | 12.99%-2.8pp | 41.46%-31.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,415 | $3,744+44.6% | $2,931+84.8% | $5,287+2.4% |
| Admin fee / account holder | $1,316 | $7,934-83.4% | $4,381-70.0% | $10,133-87.0% |