Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $61,432 | $117,895-47.9% | $102,460-40.0% | $145,897-57.9% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 16.33% | 31.92%-15.6pp | 29.47%-13.1pp | 552.29%-536.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,849 | $5,736-32.9% | $5,056-23.9% | $6,689-42.5% |
| Admin fee / account holder | $1,771 | $13,353-86.7% | $9,460-81.3% | $13,390-86.8% |