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 | $60,685 | $54,541+11.3% | $78,778-23.0% | $70,126-13.5% |
| Participation rate | 96.4% | 60.8%+35.6pp | 69.2%+27.2pp | 69.5%+26.8pp |
| Annual return | 12.24% | 21.07%-8.8pp | 35.62%-23.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $909 | $1,089-16.5% | $1,986-54.2% | $2,343-61.2% |
| Participant deferral / active EE | $485 | $2,210-78.1% | $2,958-83.6% | $3,332-85.4% |
| Admin fee / account holder | $626 | $3,709-83.1% | $5,134-87.8% | $4,645-86.5% |