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 | $27,844 | $74,535-62.6% | $100,712-72.4% | $82,637-66.3% |
| Participation rate | 90.6% | 61.2%+29.4pp | 69.3%+21.3pp | 68.1%+22.5pp |
| Annual return | 14.83% | 18.92%-4.1pp | 33.27%-18.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,778 | $3,074+22.9% | $4,085-7.5% | $4,126-8.4% |
| Admin fee / account holder | $761 | $6,576-88.4% | $9,256-91.8% | $7,339-89.6% |