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 | $44,256 | $138,386-68.0% | $184,260-76.0% | $80,935-45.3% |
| Participation rate | 85.2% | 83.9%+1.3pp | 86.8%-1.6pp | 67.7%+17.5pp |
| Annual return | 14.31% | 20.02%-5.7pp | 28.84%-14.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,040 | $4,851-78.6% | $6,427-83.8% | $2,757-62.3% |
| Participant deferral / active EE | $3,531 | $7,076-50.1% | $9,133-61.3% | $4,299-17.9% |
| Admin fee / account holder | $5,046 | $10,489-51.9% | $13,898-63.7% | $6,924-27.1% |