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 | $54,981 | $60,349-8.9% | $74,184-25.9% | $62,881-12.6% |
| Participation rate | 91.2% | 72.7%+18.4pp | 76.6%+14.6pp | 69.3%+21.9pp |
| Annual return | 8.56% | 21.38%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,330 | $1,680+38.7% | $2,370-1.7% | $2,281+2.2% |
| Participant deferral / active EE | $1,062 | $2,856-62.8% | $3,550-70.1% | $3,203-66.9% |
| Admin fee / account holder | $2,656 | $4,261-37.7% | $5,586-52.5% | $4,296-38.2% |