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 | $66,202 | $57,590+15.0% | $86,233-23.2% | $82,448-19.7% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 16.14% | 22.41%-6.3pp | 61.39%-45.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $9,296 | $1,655+461.6% | $2,504+271.2% | $2,551+264.4% |
| Participant deferral / active EE | $590 | $3,080-80.9% | $4,559-87.1% | $4,139-85.8% |
| Admin fee / account holder | $4,847 | $4,730+2.5% | $8,342-41.9% | $7,234-33.0% |