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 | $53,697 | $48,076+11.7% | $78,693-31.8% | $62,891-14.6% |
| Participation rate | 78.3% | 65.2%+13.1pp | 73.6%+4.8pp | 69.3%+9.0pp |
| Annual return | 6.73% | 31.35%-24.6pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $266 | $2,588-89.7% | $3,517-92.4% | $3,203-91.7% |
| Admin fee / account holder | $4,036 | $3,207+25.8% | $4,511-10.5% | $4,296-6.0% |