Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,230 | $124,425-78.1% | $112,040-75.7% | $137,256-80.2% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 13.17% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $127 | $3,411-96.3% | $2,954-95.7% | $4,156-97.0% |
| Participant deferral / active EE | $4,513 | $5,718-21.1% | $5,098-11.5% | $6,407-29.6% |
| Admin fee / account holder | $4,968 | $15,207-67.3% | $12,098-58.9% | $12,270-59.5% |