Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,880 | $126,661-50.4% | $113,397-44.5% | $138,895-54.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.16% | 25.05%-10.9pp | 23.20%-9.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,264 | $3,456-34.5% | $2,977-24.0% | $4,194-46.0% |
| Participant deferral / active EE | $1,385 | $5,693-75.7% | $5,076-72.7% | $6,396-78.3% |
| Admin fee / account holder | $686 | $14,549-95.3% | $11,957-94.3% | $12,562-94.5% |