Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,809 | $114,013-87.9% | $103,693-86.7% | $155,188-91.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.2pp | 80.8%-9.4pp |
| Annual return | 17.56% | 49.31%-31.8pp | 47.61%-30.1pp | 148.84%-131.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,361 | $4,970-12.3% | $4,579-4.8% | $6,531-33.2% |
| Admin fee / account holder | $386 | $8,407-95.4% | $7,858-95.1% | $14,480-97.3% |