Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,427 | $78,520-68.9% | $96,576-74.7% | $82,448-70.4% |
| Participation rate | 93.1% | 77.7%+15.4pp | 81.4%+11.7pp | 68.1%+25.0pp |
| Annual return | 33.42% | 41.30%-7.9pp | 38.47%-5.1pp | 41.64%-8.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,317 | $6,754+23.1% | $7,956+4.5% | $4,139+100.9% |
| Admin fee / account holder | $1,893 | $13,455-85.9% | $11,381-83.4% | $7,234-73.8% |