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 | $69,566 | $71,878-3.2% | $86,698-19.8% | $68,486+1.6% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -17.29% | 3.53%-20.8pp | 35.95%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,916 | $2,173-11.8% | $2,837-32.5% | $2,597-26.2% |
| Participant deferral / active EE | $1,532 | $3,779-59.5% | $4,656-67.1% | $4,028-62.0% |
| Admin fee / account holder | $11,411 | $6,113+86.7% | $7,493+52.3% | $5,404+111.2% |