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 | $40,720 | $135,956-70.0% | $123,894-67.1% | $273,972-85.1% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 9.69% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,658 | $5,170-67.9% | $4,617-64.1% | $4,869-65.9% |
| Participant deferral / active EE | $1,636 | $6,343-74.2% | $5,984-72.7% | $5,287-69.1% |
| Admin fee / account holder | $2,013 | $9,817-79.5% | $8,357-75.9% | $10,133-80.1% |