Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,708 | $78,690-82.6% | $161,489-91.5% | $87,485-84.3% |
| Participation rate | 87.9% | 67.5%+20.4pp | 78.7%+9.2pp | 68.9%+18.9pp |
| Annual return | 23.49% | 32.74%-9.2pp | 89.72%-66.2pp | 26.06%-2.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,284 | $3,311-0.8% | $5,630-41.7% | $4,274-23.2% |
| Admin fee / account holder | $683 | $6,724-89.8% | $16,006-95.7% | $7,775-91.2% |