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 | $48,307 | $76,371-36.7% | $93,621-48.4% | $72,976-33.8% |
| Participation rate | 92.6% | 71.8%+20.9pp | 75.8%+16.8pp | 69.5%+23.2pp |
| Annual return | 17.84% | 25.82%-8.0pp | 32.76%-14.9pp | 81.02%-63.2pp |
| Employer contribution / active EE | $347 | $2,276-84.8% | $2,719-87.3% | $2,440-85.8% |
| Participant deferral / active EE | $2,626 | $3,538-25.8% | $4,070-35.5% | $3,608-27.2% |
| Admin fee / account holder | $1,177 | $6,839-82.8% | $7,890-85.1% | $5,124-77.0% |