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 | $20,721 | $86,050-75.9% | $189,758-89.1% | $94,015-78.0% |
| Participation rate | 88.9% | 68.9%+20.0pp | 79.8%+9.1pp | 70.8%+18.1pp |
| Annual return | 16.13% | 17.77%-1.6pp | 52.62%-36.5pp | 17.84%-1.7pp |
| Employer contribution / active EE | $516 | $2,819-81.7% | $4,767-89.2% | $2,790-81.5% |
| Participant deferral / active EE | $659 | $3,349-80.3% | $5,856-88.7% | $4,249-84.5% |
| Admin fee / account holder | $1,102 | $6,627-83.4% | $20,388-94.6% | $8,951-87.7% |