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 | $31,983 | $83,485-61.7% | $125,180-74.5% | $72,983-56.2% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.5%+18.0pp |
| Annual return | 25.93% | 25.78%+0.1pp | 43.79%-17.9pp | 81.01%-55.1pp |
| Employer contribution / active EE | $938 | $2,346-60.0% | $3,866-75.7% | $2,440-61.6% |
| Participant deferral / active EE | $509 | $3,586-85.8% | $4,937-89.7% | $3,608-85.9% |
| Admin fee / account holder | $1,644 | $5,518-70.2% | $9,703-83.1% | $5,124-67.9% |