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 | $10,727 | $76,407-86.0% | $150,298-92.9% | $82,448-87.0% |
| Participation rate | 72.4% | 66.4%+6.0pp | 77.8%-5.3pp | 68.1%+4.3pp |
| Annual return | 15.10% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $176 | $2,614-93.3% | $4,154-95.8% | $2,551-93.1% |
| Participant deferral / active EE | $1,495 | $3,214-53.5% | $5,453-72.6% | $4,139-63.9% |
| Admin fee / account holder | $1,244 | $6,352-80.4% | $14,116-91.2% | $7,234-82.8% |