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 | $162,967-77.3% | $135,792-72.7% | $138,895-73.4% |
| Participation rate | 84.6% | 78.3%+6.3pp | 72.6%+12.0pp | 79.9%+4.7pp |
| Annual return | 21.47% | 30.08%-8.6pp | 25.96%-4.5pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,027 | $4,211-75.6% | $3,496-70.6% | $4,194-75.5% |
| Participant deferral / active EE | $1,140 | $5,640-79.8% | $4,759-76.0% | $6,396-82.2% |
| Admin fee / account holder | $490 | $15,306-96.8% | $12,266-96.0% | $12,562-96.1% |