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 | $26,435 | $97,289-72.8% | $92,805-71.5% | $155,188-83.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 43.02% | 29.03%+14.0pp | 31.59%+11.4pp | 148.84%-105.8pp |
| Employer contribution / active EE | $1,678 | $3,632-53.8% | $3,424-51.0% | $4,248-60.5% |
| Participant deferral / active EE | $2,469 | $8,795-71.9% | $8,448-70.8% | $6,531-62.2% |
| Admin fee / account holder | $2,506 | $12,015-79.1% | $10,911-77.0% | $14,480-82.7% |