Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,561 | $177,595-72.7% | $148,496-67.3% | $198,609-75.5% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 16.40% | 9.97%+6.4pp | 12.33%+4.1pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,881 | $4,098-54.1% | $3,497-46.2% | $5,055-62.8% |
| Participant deferral / active EE | $1,919 | $5,539-65.3% | $4,808-60.1% | $6,977-72.5% |
| Admin fee / account holder | $352 | $27,010-98.7% | $19,547-98.2% | $19,030-98.2% |