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 | $21,866 | $156,398-86.0% | $147,318-85.2% | $138,895-84.3% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.1%+13.2pp | 79.9%+15.3pp |
| Annual return | 14.14% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,013 | $4,853-79.1% | $4,593-77.9% | $4,194-75.8% |
| Participant deferral / active EE | $1,630 | $8,237-80.2% | $7,906-79.4% | $6,396-74.5% |
| Admin fee / account holder | $527 | $14,976-96.5% | $13,708-96.2% | $12,562-95.8% |