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 | $28,010 | $71,878-61.0% | $86,698-67.7% | $68,486-59.1% |
| Participation rate | 97.4% | 72.2%+25.1pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -14.88% | 3.53%-18.4pp | 35.95%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,259 | $2,173+50.0% | $2,837+14.9% | $2,597+25.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,339 | $6,113-45.4% | $7,493-55.4% | $5,404-38.2% |