Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,520 | $155,555-72.0% | $146,866-70.4% | $155,188-72.0% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.5%+5.7pp | 80.8%+7.4pp |
| Annual return | 12.45% | 115.41%-103.0pp | 102.85%-90.4pp | 148.84%-136.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,675 | $8,044-41.9% | $7,759-39.7% | $6,531-28.4% |
| Admin fee / account holder | $3,304 | $14,755-77.6% | $13,620-75.7% | $14,480-77.2% |