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 | $28,262 | $78,015-63.8% | $178,505-84.2% | $80,959-65.1% |
| Participation rate | 95.5% | 65.7%+29.8pp | 77.1%+18.3pp | 67.7%+27.8pp |
| Annual return | 12.55% | 18.10%-5.6pp | 27.16%-14.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,452 | $4,406+1.0% | $6,280-29.1% | $4,300+3.5% |
| Admin fee / account holder | $5,816 | $7,160-18.8% | $10,428-44.2% | $6,925-16.0% |