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 | $39,343 | $152,074-74.1% | $137,474-71.4% | $198,609-80.2% |
| Participation rate | 90.5% | 85.3%+5.1pp | 83.5%+7.0pp | 82.4%+8.1pp |
| Annual return | 14.03% | 10.68%+3.4pp | 11.53%+2.5pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,714 | $5,444-68.5% | $5,048-66.0% | $5,055-66.1% |
| Participant deferral / active EE | $3,657 | $6,522-43.9% | $6,155-40.6% | $6,977-47.6% |
| Admin fee / account holder | $5,044 | $11,950-57.8% | $10,602-52.4% | $19,030-73.5% |