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 | $27,499 | $110,379-75.1% | $102,412-73.1% | $145,884-81.2% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.5pp | 80.3%+6.7pp |
| Annual return | 9.37% | 24.84%-15.5pp | 24.94%-15.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $944 | $4,216-77.6% | $3,870-75.6% | $4,662-79.7% |
| Participant deferral / active EE | $1,372 | $5,622-75.6% | $5,060-72.9% | $6,690-79.5% |
| Admin fee / account holder | $529 | $9,745-94.6% | $8,388-93.7% | $13,392-96.1% |