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 | $48,540 | $124,425-61.0% | $112,040-56.7% | $137,256-64.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.57% | 24.72%-2.1pp | 24.52%-1.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,435 | $3,411-57.9% | $2,954-51.4% | $4,156-65.5% |
| Participant deferral / active EE | $1,435 | $5,718-74.9% | $5,098-71.8% | $6,407-77.6% |
| Admin fee / account holder | $3,535 | $15,207-76.8% | $12,098-70.8% | $12,270-71.2% |