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 | $61,250 | $123,793-50.5% | $177,848-65.6% | $79,856-23.3% |
| Participation rate | 89.3% | 84.7%+4.6pp | 87.7%+1.6pp | 69.6%+19.6pp |
| Annual return | 16.24% | 22.82%-6.6pp | 48.33%-32.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,670 | $4,095-59.2% | $5,919-71.8% | $2,471-32.4% |
| Participant deferral / active EE | $2,607 | $5,956-56.2% | $7,714-66.2% | $3,741-30.3% |
| Admin fee / account holder | $5,233 | $7,243-27.7% | $12,431-57.9% | $5,306-1.4% |