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 | $28,824 | $106,864-73.0% | $147,318-80.4% | $82,637-65.1% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.1%+8.8pp | 68.1%+22.9pp |
| Annual return | 16.78% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,038 | $3,417-69.6% | $4,593-77.4% | $2,552-59.3% |
| Participant deferral / active EE | $2,248 | $6,496-65.4% | $7,906-71.6% | $4,126-45.5% |
| Admin fee / account holder | $873 | $8,415-89.6% | $13,708-93.6% | $7,339-88.1% |