Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,739 | $68,880-71.3% | $120,580-83.6% | $80,959-75.6% |
| Participation rate | 75.0% | 61.7%+13.3pp | 72.0%+3.0pp | 67.7%+7.3pp |
| Annual return | 13.85% | 23.68%-9.8pp | 107.48%-93.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $505 | $2,066-75.5% | $3,469-85.4% | $2,757-81.7% |
| Participant deferral / active EE | $1,478 | $3,191-53.7% | $4,995-70.4% | $4,300-65.6% |
| Admin fee / account holder | $654 | $5,785-88.7% | $9,418-93.1% | $6,925-90.6% |