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 | $39,862 | $152,592-73.9% | $125,180-68.2% | $152,885-73.9% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 15.99% | 54.84%-38.9pp | 43.79%-27.8pp | 345.39%-329.4pp |
| Employer contribution / active EE | $1,482 | $4,947-70.0% | $3,866-61.7% | $4,763-68.9% |
| Participant deferral / active EE | $837 | $5,868-85.7% | $4,937-83.0% | $5,851-85.7% |
| Admin fee / account holder | $1,036 | $13,435-92.3% | $9,703-89.3% | $11,598-91.1% |