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 | $43,663 | $89,259-51.1% | $107,187-59.3% | $82,637-47.2% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.9pp | 68.1%+25.9pp |
| Annual return | 13.87% | 21.02%-7.2pp | 204.55%-190.7pp | 53.51%-39.6pp |
| Employer contribution / active EE | $286 | $3,080-90.7% | $3,782-92.4% | $2,552-88.8% |
| Participant deferral / active EE | $4,546 | $4,037+12.6% | $5,096-10.8% | $4,126+10.2% |
| Admin fee / account holder | $2,611 | $7,381-64.6% | $9,162-71.5% | $7,339-64.4% |