Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,342 | $78,520-58.8% | $96,576-66.5% | $82,448-60.8% |
| Participation rate | 73.6% | 77.7%-4.1pp | 81.4%-7.9pp | 68.1%+5.5pp |
| Annual return | 23.68% | 41.30%-17.6pp | 38.47%-14.8pp | 41.64%-18.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,652 | $6,754+13.3% | $7,956-3.8% | $4,139+84.9% |
| Admin fee / account holder | $3,886 | $13,455-71.1% | $11,381-65.9% | $7,234-46.3% |