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 | $42,687 | $106,749-60.0% | $145,433-70.6% | $82,448-48.2% |
| Participation rate | 72.0% | 75.6%-3.6pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 17.84% | 27.59%-9.8pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $589 | $3,444-82.9% | $4,554-87.1% | $2,551-76.9% |
| Participant deferral / active EE | $3,439 | $6,519-47.2% | $7,897-56.4% | $4,139-16.9% |
| Admin fee / account holder | $680 | $8,390-91.9% | $13,129-94.8% | $7,234-90.6% |