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 | $15,573 | $77,638-79.9% | $156,551-90.1% | $62,881-75.2% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | 7.03% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $276 | $3,444-92.0% | $5,501-95.0% | $2,281-87.9% |
| Participant deferral / active EE | $1,517 | $3,046-50.2% | $4,871-68.8% | $3,203-52.6% |
| Admin fee / account holder | $765 | $5,561-86.2% | $13,028-94.1% | $4,296-82.2% |