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 | $133,422 | $154,228-13.5% | $145,433-8.3% | $137,256-2.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 14.03% | 74.59%-60.6pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $8,103 | $4,804+68.7% | $4,554+77.9% | $4,156+95.0% |
| Participant deferral / active EE | $1,080 | $8,216-86.9% | $7,897-86.3% | $6,407-83.1% |
| Admin fee / account holder | $8,758 | $14,344-38.9% | $13,129-33.3% | $12,270-28.6% |