Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,128 | $124,425-72.6% | $112,040-69.5% | $137,256-75.1% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 19.39% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,365 | $3,411-30.7% | $2,954-20.0% | $4,156-43.1% |
| Participant deferral / active EE | $1,229 | $5,718-78.5% | $5,098-75.9% | $6,407-80.8% |
| Admin fee / account holder | $412 | $15,207-97.3% | $12,098-96.6% | $12,270-96.6% |