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 | $58,021 | $77,358-25.0% | $102,184-43.2% | $87,485-33.7% |
| Participation rate | 90.7% | 78.7%+12.0pp | 82.6%+8.1pp | 68.9%+21.8pp |
| Annual return | 16.37% | 41.11%-24.7pp | 31.58%-15.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,138 | $6,753-38.7% | $8,309-50.2% | $4,274-3.2% |
| Admin fee / account holder | $5,043 | $6,809-25.9% | $11,609-56.6% | $7,775-35.1% |