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 | $29,379 | $77,492-62.1% | $100,398-70.7% | $80,911-63.7% |
| Participation rate | 85.7% | 76.9%+8.8pp | 81.5%+4.2pp | 67.6%+18.1pp |
| Annual return | 14.35% | 37.23%-22.9pp | 49.32%-35.0pp | 35.63%-21.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,911 | $6,817+45.4% | $8,084+22.6% | $4,297+130.6% |
| Admin fee / account holder | $2,362 | $5,892-59.9% | $7,893-70.1% | $6,935-65.9% |