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 | $30,207 | $81,276-62.8% | $155,574-80.6% | $80,925-62.7% |
| Participation rate | 97.7% | 66.2%+31.4pp | 78.2%+19.5pp | 67.7%+30.0pp |
| Annual return | 12.29% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $3,231 | $3,103+4.1% | $4,676-30.9% | $2,756+17.2% |
| Participant deferral / active EE | $738 | $3,453-78.6% | $5,629-86.9% | $4,299-82.8% |
| Admin fee / account holder | $1,955 | $7,993-75.5% | $15,914-87.7% | $6,940-71.8% |