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 | $41,675 | $100,970-58.7% | $96,576-56.8% | $137,256-69.6% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 25.71% | 38.16%-12.4pp | 38.47%-12.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,571 | $3,809-58.8% | $3,553-55.8% | $4,156-62.2% |
| Participant deferral / active EE | $2,093 | $8,286-74.7% | $7,956-73.7% | $6,407-67.3% |
| Admin fee / account holder | $1,603 | $11,312-85.8% | $11,381-85.9% | $12,270-86.9% |