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 | $41,997 | $89,259-52.9% | $107,187-60.8% | $82,637-49.2% |
| Participation rate | 72.4% | 67.9%+4.5pp | 75.0%-2.6pp | 68.1%+4.4pp |
| Annual return | 16.95% | 21.02%-4.1pp | 204.55%-187.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $496 | $3,080-83.9% | $3,782-86.9% | $2,552-80.6% |
| Participant deferral / active EE | $2,624 | $4,037-35.0% | $5,096-48.5% | $4,126-36.4% |
| Admin fee / account holder | $1,223 | $7,381-83.4% | $9,162-86.6% | $7,339-83.3% |