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 | $22,619 | $46,877-51.7% | $122,354-81.5% | $70,124-67.7% |
| Participation rate | 70.8% | 58.2%+12.6pp | 71.6%-0.9pp | 69.5%+1.2pp |
| Annual return | 16.28% | 24.22%-7.9pp | 30.28%-14.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $544 | $1,288-57.7% | $4,051-86.6% | $2,342-76.8% |
| Participant deferral / active EE | $727 | $2,167-66.5% | $3,287-77.9% | $3,332-78.2% |
| Admin fee / account holder | $949 | $3,324-71.4% | $5,479-82.7% | $4,645-79.6% |