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 | $36,321 | $76,371-52.4% | $93,621-61.2% | $72,976-50.2% |
| Participation rate | 71.1% | 71.8%-0.6pp | 75.8%-4.7pp | 69.5%+1.6pp |
| Annual return | 17.31% | 25.82%-8.5pp | 32.76%-15.5pp | 81.02%-63.7pp |
| Employer contribution / active EE | $359 | $2,276-84.2% | $2,719-86.8% | $2,440-85.3% |
| Participant deferral / active EE | $1,517 | $3,538-57.1% | $4,070-62.7% | $3,608-57.9% |
| Admin fee / account holder | $1,818 | $6,839-73.4% | $7,890-77.0% | $5,124-64.5% |