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 | $46,930 | $76,834-38.9% | $108,359-56.7% | $87,485-46.4% |
| Participation rate | 98.9% | 61.7%+37.2pp | 70.1%+28.8pp | 68.9%+30.0pp |
| Annual return | 12.26% | 19.09%-6.8pp | 36.89%-24.6pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,052 | $1,556-32.4% | $2,399-56.2% | $2,596-59.5% |
| Participant deferral / active EE | $1,149 | $3,100-62.9% | $4,137-72.2% | $4,274-73.1% |
| Admin fee / account holder | $3,057 | $6,537-53.2% | $9,741-68.6% | $7,775-60.7% |