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 | $38,062 | $65,367-41.8% | $92,915-59.0% | $72,976-47.8% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 17.72% | 42.11%-24.4pp | 109.45%-91.7pp | 81.02%-63.3pp |
| Employer contribution / active EE | $5,802 | $2,594+123.7% | $3,653+58.8% | $2,440+137.8% |
| Participant deferral / active EE | $778 | $3,128-75.1% | $4,238-81.6% | $3,608-78.4% |
| Admin fee / account holder | $734 | $4,251-82.7% | $5,796-87.3% | $5,124-85.7% |