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 | $12,722 | $76,407-83.3% | $150,298-91.5% | $82,448-84.6% |
| Participation rate | 90.9% | 66.4%+24.5pp | 77.8%+13.1pp | 68.1%+22.8pp |
| Annual return | 19.47% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,142 | $3,214-33.4% | $5,453-60.7% | $4,139-48.3% |
| Admin fee / account holder | $850 | $6,352-86.6% | $14,116-94.0% | $7,234-88.3% |