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 | $23,275 | $135,956-82.9% | $123,894-81.2% | $273,972-91.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 7.48% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,174 | $5,170-19.3% | $4,617-9.6% | $4,869-14.3% |
| Participant deferral / active EE | $1,175 | $6,343-81.5% | $5,984-80.4% | $5,287-77.8% |
| Admin fee / account holder | $744 | $9,817-92.4% | $8,357-91.1% | $10,133-92.7% |