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 | $35,123 | $105,284-66.6% | $150,734-76.7% | $94,015-62.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 16.73% | 15.67%+1.1pp | 600.81%-584.1pp | 17.84%-1.1pp |
| Employer contribution / active EE | $3,247 | $3,599-9.8% | $4,918-34.0% | $2,790+16.4% |
| Participant deferral / active EE | $918 | $4,274-78.5% | $5,610-83.6% | $4,249-78.4% |
| Admin fee / account holder | $1,179 | $9,839-88.0% | $14,905-92.1% | $8,951-86.8% |