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 | $54,606 | $47,848+14.1% | $81,473-33.0% | $70,126-22.1% |
| Participation rate | 98.0% | 58.3%+39.7pp | 68.0%+30.0pp | 69.5%+28.4pp |
| Annual return | 18.66% | 27.25%-8.6pp | 38.78%-20.1pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,296 | $2,453+75.1% | $3,537+21.5% | $3,332+28.9% |
| Admin fee / account holder | $1,646 | $3,145-47.6% | $4,561-63.9% | $4,645-64.6% |