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 | $164,275 | $106,524+54.2% | $152,301+7.9% | $87,485+87.8% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.4%+1.9pp | 68.9%+15.4pp |
| Annual return | 20.73% | 26.89%-6.2pp | 80.50%-59.8pp | 26.06%-5.3pp |
| Employer contribution / active EE | $11,104 | $3,371+229.4% | $4,624+140.1% | $2,596+327.7% |
| Participant deferral / active EE | $2,278 | $6,525-65.1% | $8,004-71.5% | $4,274-46.7% |
| Admin fee / account holder | $546 | $8,287-93.4% | $14,398-96.2% | $7,775-93.0% |