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 | $59,819 | $78,027-23.3% | $178,528-66.5% | $80,925-26.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 11.70% | 18.09%-6.4pp | 27.11%-15.4pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,222 | $2,281-2.6% | $3,950-43.7% | $2,756-19.4% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,110 | $7,168-56.6% | $10,419-70.1% | $6,940-55.2% |