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 | $55,923 | $100,970-44.6% | $96,576-42.1% | $137,256-59.3% |
| Participation rate | 88.2% | 82.6%+5.6pp | 81.4%+6.8pp | 80.0%+8.3pp |
| Annual return | 19.94% | 38.16%-18.2pp | 38.47%-18.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $23,021 | $8,286+177.8% | $7,956+189.3% | $6,407+259.3% |
| Admin fee / account holder | $15,887 | $11,312+40.4% | $11,381+39.6% | $12,270+29.5% |