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 | $25,630 | $78,015-67.1% | $178,505-85.6% | $80,959-68.3% |
| Participation rate | 73.1% | 65.7%+7.5pp | 77.1%-4.0pp | 67.7%+5.5pp |
| Annual return | 21.71% | 18.10%+3.6pp | 27.16%-5.4pp | 35.67%-14.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,066 | $4,406-7.7% | $6,280-35.3% | $4,300-5.4% |
| Admin fee / account holder | $1,239 | $7,160-82.7% | $10,428-88.1% | $6,925-82.1% |