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 | $43,253 | $87,733-50.7% | $106,555-59.4% | $85,847-49.6% |
| Participation rate | 97.6% | 71.9%+25.7pp | 76.1%+21.5pp | 69.3%+28.3pp |
| Annual return | 15.51% | 21.86%-6.3pp | 26.80%-11.3pp | 318.61%-303.1pp |
| Employer contribution / active EE | $368 | $2,073-82.2% | $2,819-86.9% | $2,565-85.6% |
| Participant deferral / active EE | $2,143 | $3,469-38.2% | $4,399-51.3% | $3,952-45.8% |
| Admin fee / account holder | $425 | $6,767-93.7% | $7,408-94.3% | $6,261-93.2% |