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 | $69,986 | $156,616-55.3% | $133,346-47.5% | $198,609-64.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 7.90% | 44.25%-36.3pp | 36.85%-28.9pp | 202.70%-194.8pp |
| Employer contribution / active EE | $798 | $3,368-76.3% | $2,853-72.0% | $5,055-84.2% |
| Participant deferral / active EE | $1,027 | $4,920-79.1% | $4,332-76.3% | $6,977-85.3% |
| Admin fee / account holder | $2,472 | $17,468-85.8% | $14,264-82.7% | $19,030-87.0% |