Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,447 | $126,661-71.2% | $113,397-67.9% | $138,895-73.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 15.77% | 25.05%-9.3pp | 23.20%-7.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,200 | $3,456-65.3% | $2,977-59.7% | $4,194-71.4% |
| Participant deferral / active EE | $1,354 | $5,693-76.2% | $5,076-73.3% | $6,396-78.8% |
| Admin fee / account holder | $679 | $14,549-95.3% | $11,957-94.3% | $12,562-94.6% |