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 | $81,487 | $84,953-4.1% | $163,379-50.1% | $82,637-1.4% |
| Participation rate | 80.6% | 65.9%+14.7pp | 76.8%+3.8pp | 68.1%+12.6pp |
| Annual return | 17.97% | 23.07%-5.1pp | 63.41%-45.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,741 | $4,326+194.5% | $6,282+102.8% | $4,126+208.8% |
| Admin fee / account holder | $10,125 | $7,921+27.8% | $9,818+3.1% | $7,339+38.0% |