Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $67,462 | $223,823-69.9% | $211,142-68.0% | $154,746-56.4% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 13.27% | 50.39%-37.1pp | 46.84%-33.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,029 | $6,787-70.1% | $6,442-68.5% | $4,379-53.7% |
| Participant deferral / active EE | $883 | $9,750-90.9% | $9,284-90.5% | $6,730-86.9% |
| Admin fee / account holder | $8,852 | $19,707-55.1% | $19,076-53.6% | $14,365-38.4% |