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 | $38,897 | $86,949-55.3% | $102,460-62.0% | $80,959-52.0% |
| Participation rate | 72.4% | 72.4%+0.1pp | 76.5%-4.1pp | 67.7%+4.8pp |
| Annual return | 19.63% | 18.89%+0.7pp | 29.47%-9.8pp | 35.67%-16.0pp |
| Employer contribution / active EE | $642 | $2,370-72.9% | $3,025-78.8% | $2,757-76.7% |
| Participant deferral / active EE | $5,600 | $4,121+35.9% | $5,056+10.8% | $4,300+30.2% |
| Admin fee / account holder | $2,224 | $8,048-72.4% | $9,460-76.5% | $6,925-67.9% |