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 | $35,463 | $165,381-78.6% | $149,730-76.3% | $158,966-77.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.99% | 348.29%-337.3pp | 276.70%-265.7pp | 302.95%-292.0pp |
| Employer contribution / active EE | $1,359 | $5,104-73.4% | $4,645-70.7% | $4,762-71.5% |
| Participant deferral / active EE | $1,391 | $7,182-80.6% | $6,843-79.7% | $5,983-76.8% |
| Admin fee / account holder | $625 | $10,809-94.2% | $9,310-93.3% | $11,250-94.4% |