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 | $36,718 | $85,024-56.8% | $70,544-47.9% | $139,466-73.7% |
| Participation rate | 95.5% | 73.9%+21.5pp | 68.4%+27.1pp | 80.3%+15.1pp |
| Annual return | 15.26% | 30.39%-15.1pp | 32.79%-17.5pp | 373.66%-358.4pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,866 | $5,891-68.3% | $4,568-59.1% | $6,712-72.2% |
| Admin fee / account holder | $10,046 | $8,928+12.5% | $6,427+56.3% | $11,409-11.9% |