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 | $59,017 | $106,864-44.8% | $147,318-59.9% | $82,637-28.6% |
| Participation rate | 84.2% | 75.5%+8.7pp | 82.1%+2.1pp | 68.1%+16.2pp |
| Annual return | 14.99% | 27.49%-12.5pp | 70.43%-55.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,875 | $6,496+36.6% | $7,906+12.3% | $4,126+115.1% |
| Admin fee / account holder | $1,892 | $8,415-77.5% | $13,708-86.2% | $7,339-74.2% |