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 | $41,025 | $82,028-50.0% | $123,105-66.7% | $59,633-31.2% |
| Participation rate | 87.1% | 83.2%+3.9pp | 86.8%+0.3pp | 68.7%+18.4pp |
| Annual return | -0.39% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,119 | $3,297-35.7% | $5,151-58.9% | $2,203-3.8% |
| Participant deferral / active EE | $1,107 | $4,667-76.3% | $6,229-82.2% | $3,192-65.3% |
| Admin fee / account holder | $882 | $5,879-85.0% | $9,014-90.2% | $4,297-79.5% |