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 | $28,644 | $72,273-60.4% | $101,275-71.7% | $79,856-64.1% |
| Participation rate | 90.8% | 68.5%+22.3pp | 75.8%+15.0pp | 69.6%+21.1pp |
| Annual return | 15.21% | 22.30%-7.1pp | 46.48%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,958 | $2,691+9.9% | $3,660-19.2% | $2,471+19.7% |
| Participant deferral / active EE | $605 | $3,282-81.6% | $4,371-86.2% | $3,741-83.8% |
| Admin fee / account holder | $2,522 | $4,401-42.7% | $5,948-57.6% | $5,306-52.5% |