Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,592 | $86,940-45.3% | $102,434-53.5% | $80,935-41.2% |
| Participation rate | 76.5% | 72.4%+4.1pp | 76.5%0pp | 67.7%+8.8pp |
| Annual return | 17.52% | 18.89%-1.4pp | 29.46%-11.9pp | 35.66%-18.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,034 | $4,121+46.4% | $5,055+19.4% | $4,299+40.3% |
| Admin fee / account holder | $2,148 | $8,047-73.3% | $9,462-77.3% | $6,924-69.0% |