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 | $49,450 | $106,749-53.7% | $145,433-66.0% | $82,448-40.0% |
| Participation rate | 83.0% | 75.6%+7.4pp | 82.1%+0.9pp | 68.1%+15.0pp |
| Annual return | 14.74% | 27.59%-12.9pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $361 | $3,444-89.5% | $4,554-92.1% | $2,551-85.8% |
| Participant deferral / active EE | $4,251 | $6,519-34.8% | $7,897-46.2% | $4,139+2.7% |
| Admin fee / account holder | $3,353 | $8,390-60.0% | $13,129-74.5% | $7,234-53.7% |