Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $84,211 | $60,442+39.3% | $96,754-13.0% | $87,485-3.7% |
| Participation rate | 76.1% | 58.7%+17.4pp | 70.3%+5.8pp | 68.9%+7.2pp |
| Annual return | 14.70% | 21.97%-7.3pp | 82.04%-67.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $175 | $1,691-89.7% | $2,679-93.5% | $2,596-93.3% |
| Participant deferral / active EE | $2,443 | $3,280-25.5% | $4,758-48.6% | $4,274-42.8% |
| Admin fee / account holder | $7,571 | $5,069+49.4% | $8,905-15.0% | $7,775-2.6% |