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 | $62,605 | $124,346-49.7% | $111,306-43.8% | $167,553-62.6% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.3%+17.4pp | 82.1%+12.6pp |
| Annual return | 14.33% | 37.46%-23.1pp | 54.67%-40.3pp | 478.89%-464.6pp |
| Employer contribution / active EE | $1,511 | $3,438-56.0% | $2,732-44.7% | $4,840-68.8% |
| Participant deferral / active EE | $1,497 | $5,182-71.1% | $4,488-66.6% | $6,343-76.4% |
| Admin fee / account holder | $596 | $10,623-94.4% | $7,966-92.5% | $12,316-95.2% |