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 | $83,010 | $46,534+78.4% | $64,097+29.5% | $75,177+10.4% |
| Participation rate | 88.4% | 65.9%+22.4pp | 72.3%+16.1pp | 67.2%+21.2pp |
| Annual return | 16.72% | 26.07%-9.4pp | 33.75%-17.0pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,240 | $2,835+190.7% | $3,881+112.3% | $4,126+99.7% |
| Admin fee / account holder | $2,105 | $2,957-28.8% | $3,070-31.4% | $5,651-62.8% |