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 | $20,986 | $75,541-72.2% | $152,093-86.2% | $82,637-74.6% |
| Participation rate | 87.3% | 66.5%+20.7pp | 77.8%+9.5pp | 68.1%+19.2pp |
| Annual return | 30.26% | 32.56%-2.3pp | 66.36%-36.1pp | 53.51%-23.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,944 | $3,206+23.0% | $5,451-27.7% | $4,126-4.4% |
| Admin fee / account holder | $1,875 | $6,405-70.7% | $14,497-87.1% | $7,339-74.4% |