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 | $43,108 | $86,949-50.4% | $102,460-57.9% | $80,959-46.8% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 25.21% | 18.89%+6.3pp | 29.47%-4.3pp | 35.67%-10.5pp |
| Employer contribution / active EE | $343 | $2,370-85.5% | $3,025-88.7% | $2,757-87.6% |
| Participant deferral / active EE | $1,857 | $4,121-54.9% | $5,056-63.3% | $4,300-56.8% |
| Admin fee / account holder | $9,476 | $8,048+17.7% | $9,460+0.2% | $6,925+36.8% |