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 | $69,829 | $42,910+62.7% | $60,919+14.6% | $68,490+2.0% |
| Participation rate | 84.1% | 66.8%+17.3pp | 73.1%+11.0pp | 67.9%+16.2pp |
| Annual return | -13.78% | -13.99%+0.2pp | 16.96%-30.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,116 | $2,866+148.3% | $3,814+86.6% | $4,028+76.7% |
| Admin fee / account holder | $5,043 | $3,104+62.4% | $3,228+56.2% | $5,403-6.7% |