Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $43,480 | $78,520-44.6% | $96,576-55.0% | $82,448-47.3% |
| Participation rate | 96.9% | 77.7%+19.1pp | 81.4%+15.4pp | 68.1%+28.8pp |
| Annual return | 33.00% | 41.30%-8.3pp | 38.47%-5.5pp | 41.64%-8.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $18,419 | $6,754+172.7% | $7,956+131.5% | $4,139+345.0% |
| Admin fee / account holder | $1,210 | $13,455-91.0% | $11,381-89.4% | $7,234-83.3% |