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 | $34,035 | $88,996-61.8% | $78,004-56.4% | $138,895-75.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 17.03% | 28.03%-11.0pp | 31.07%-14.0pp | 145.39%-128.4pp |
| Employer contribution / active EE | $124 | $2,917-95.8% | $2,469-95.0% | $4,194-97.1% |
| Participant deferral / active EE | $18,840 | $4,724+298.8% | $4,092+360.4% | $6,396+194.5% |
| Admin fee / account holder | $3,048 | $8,807-65.4% | $7,578-59.8% | $12,562-75.7% |