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 | $37,963 | $81,276-53.3% | $155,574-75.6% | $80,925-53.1% |
| Participation rate | 82.1% | 66.2%+15.8pp | 78.2%+3.9pp | 67.7%+14.4pp |
| Annual return | 16.63% | 33.36%-16.7pp | 64.87%-48.2pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,457 | $3,453+29.1% | $5,629-20.8% | $4,299+3.7% |
| Admin fee / account holder | $666 | $7,993-91.7% | $15,914-95.8% | $6,940-90.4% |