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 | $42,125 | $181,896-76.8% | $156,551-73.1% | $273,972-84.6% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 5.37% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $2,785 | $6,248-55.4% | $5,501-49.4% | $4,869-42.8% |
| Participant deferral / active EE | $1,605 | $5,550-71.1% | $4,871-67.0% | $5,287-69.6% |
| Admin fee / account holder | $1,686 | $15,560-89.2% | $13,028-87.1% | $10,133-83.4% |