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 | $74,860 | $184,014-59.3% | $161,149-53.5% | $138,895-46.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 15.40% | 21.52%-6.1pp | 21.16%-5.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,813 | $5,055-64.1% | $4,360-58.4% | $4,194-56.8% |
| Participant deferral / active EE | $2,028 | $6,909-70.6% | $6,153-67.0% | $6,396-68.3% |
| Admin fee / account holder | $1,707 | $18,027-90.5% | $15,194-88.8% | $12,562-86.4% |