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 | $75,691 | $116,203-34.9% | $93,621-19.2% | $152,909-50.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.8%+11.7pp | 82.5%+5.0pp |
| Annual return | 11.55% | 35.96%-24.4pp | 32.76%-21.2pp | 345.46%-333.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,015 | $4,605-12.8% | $4,070-1.3% | $5,851-31.4% |
| Admin fee / account holder | $15,229 | $10,751+41.7% | $7,890+93.0% | $11,601+31.3% |