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 | $36,586 | $91,019-59.8% | $392,568-90.7% | $72,975-49.9% |
| Participation rate | 81.0% | 74.4%+6.7pp | 78.1%+3.0pp | 69.5%+11.5pp |
| Annual return | 25.15% | 20.00%+5.1pp | 24.42%+0.7pp | 81.01%-55.9pp |
| Employer contribution / active EE | $465 | $2,751-83.1% | $3,783-87.7% | $2,440-81.0% |
| Participant deferral / active EE | $3,258 | $4,570-28.7% | $5,985-45.6% | $3,608-9.7% |
| Admin fee / account holder | $923 | $4,895-81.1% | $6,260-85.2% | $5,124-82.0% |