Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,233 | $51,222-48.8% | $70,544-62.8% | $75,173-65.1% |
| Participation rate | 81.1% | 61.0%+20.1pp | 68.4%+12.7pp | 67.2%+13.9pp |
| Annual return | 14.89% | 30.06%-15.2pp | 32.79%-17.9pp | 160.72%-145.8pp |
| Employer contribution / active EE | $116 | $1,827-93.6% | $2,976-96.1% | $2,671-95.7% |
| Participant deferral / active EE | $2,127 | $2,850-25.4% | $4,568-53.4% | $4,126-48.5% |
| Admin fee / account holder | $815 | $4,096-80.1% | $6,427-87.3% | $5,651-85.6% |