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 | $117,829-47.9% | $102,423-40.0% | $145,877-57.9% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 16.33% | 31.83%-15.5pp | 29.42%-13.1pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,849 | $5,732-32.9% | $5,054-23.9% | $6,691-42.5% |
| Admin fee / account holder | $1,771 | $13,335-86.7% | $9,455-81.3% | $13,402-86.8% |