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 | $73,821 | $76,912-4.0% | $129,118-42.8% | $68,490+7.8% |
| Participation rate | 91.2% | 69.1%+22.1pp | 77.2%+14.0pp | 67.9%+23.3pp |
| Annual return | -15.72% | -9.78%-5.9pp | -10.94%-4.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $5,848 | $3,243+80.4% | $5,051+15.8% | $2,597+125.2% |
| Participant deferral / active EE | $995 | $4,732-79.0% | $6,539-84.8% | $4,028-75.3% |
| Admin fee / account holder | $4,629 | $6,638-30.3% | $14,305-67.6% | $5,403-14.3% |