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 | $33,857 | $43,338-21.9% | $59,887-43.5% | $64,173-47.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.59% | -1.55%+10.1pp | 3.46%+5.1pp | 7.63%+1.0pp |
| Employer contribution / active EE | $4,821 | $2,030+137.5% | $2,722+77.1% | $2,381+102.5% |
| Participant deferral / active EE | $4 | $2,547-99.9% | $3,402-99.9% | $3,470-99.9% |
| Admin fee / account holder | $1,697 | $3,007-43.6% | $3,591-52.7% | $4,887-65.3% |