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 | $31,806 | $77,908-59.2% | $149,696-78.8% | $75,173-57.7% |
| Participation rate | 87.9% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.7pp |
| Annual return | 14.54% | 31.73%-17.2pp | 134.46%-119.9pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,079 | $3,411+48.9% | $5,682-10.6% | $4,126+23.1% |
| Admin fee / account holder | $759 | $5,950-87.2% | $13,212-94.3% | $5,651-86.6% |