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 | $41,344 | $117,846-64.9% | $102,434-59.6% | $145,884-71.7% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 22.02% | 31.90%-9.9pp | 29.46%-7.4pp | 551.85%-529.8pp |
| Employer contribution / active EE | $1,869 | $3,615-48.3% | $3,023-38.2% | $4,662-59.9% |
| Participant deferral / active EE | $1,532 | $5,733-73.3% | $5,055-69.7% | $6,690-77.1% |
| Admin fee / account holder | $530 | $13,356-96.0% | $9,462-94.4% | $13,392-96.0% |