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 | $104,912 | $228,352-54.1% | $185,835-43.5% | $158,966-34.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.80% | 40.81%-27.0pp | 35.96%-22.2pp | 302.95%-289.1pp |
| Employer contribution / active EE | $541 | $4,967-89.1% | $4,087-86.8% | $4,762-88.6% |
| Participant deferral / active EE | $624 | $6,416-90.3% | $5,633-88.9% | $5,983-89.6% |
| Admin fee / account holder | $1,311 | $11,867-89.0% | $9,502-86.2% | $11,250-88.3% |