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 | $20,381 | $71,353-71.4% | $92,805-78.0% | $86,983-76.6% |
| Participation rate | 94.9% | 80.9%+14.0pp | 83.5%+11.4pp | 69.5%+25.3pp |
| Annual return | 18.56% | 44.68%-26.1pp | 31.59%-13.0pp | 25.83%-7.3pp |
| Employer contribution / active EE | $1,389 | $2,468-43.7% | $3,424-59.4% | $2,584-46.2% |
| Participant deferral / active EE | $2,595 | $6,966-62.7% | $8,448-69.3% | $4,194-38.1% |
| Admin fee / account holder | $2,035 | $6,099-66.6% | $10,911-81.4% | $7,856-74.1% |