Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,008 | $177,156-79.1% | $147,027-74.8% | $154,746-76.1% |
| Participation rate | 84.6% | 79.4%+5.3pp | 73.7%+10.9pp | 80.7%+3.9pp |
| Annual return | 21.47% | 21.94%-0.5pp | 20.23%+1.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,027 | $4,336-76.3% | $3,626-71.7% | $4,379-76.5% |
| Participant deferral / active EE | $1,140 | $5,797-80.3% | $4,933-76.9% | $6,730-83.1% |
| Admin fee / account holder | $490 | $14,904-96.7% | $12,223-96.0% | $14,365-96.6% |