Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,749 | $174,379-91.0% | $152,093-89.6% | $138,895-88.7% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 16.70% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $896 | $4,652-80.7% | $4,175-78.5% | $4,194-78.6% |
| Participant deferral / active EE | $1,271 | $6,159-79.4% | $5,451-76.7% | $6,396-80.1% |
| Admin fee / account holder | $567 | $16,880-96.6% | $14,497-96.1% | $12,562-95.5% |