Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,396 | $106,749-74.3% | $145,433-81.2% | $82,448-66.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.19% | 27.59%-5.4pp | 66.58%-44.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $4,795 | $3,444+39.2% | $4,554+5.3% | $2,551+88.0% |
| Participant deferral / active EE | $1,844 | $6,519-71.7% | $7,897-76.6% | $4,139-55.4% |
| Admin fee / account holder | $1,268 | $8,390-84.9% | $13,129-90.3% | $7,234-82.5% |