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 | $118,583 | $254,759-53.5% | $216,567-45.2% | $198,609-40.3% |
| Participation rate | 91.3% | 84.5%+6.8pp | 81.6%+9.7pp | 82.4%+8.9pp |
| Annual return | 15.92% | 10.04%+5.9pp | 12.94%+3.0pp | 202.70%-186.8pp |
| Employer contribution / active EE | $11,830 | $6,096+94.1% | $5,216+126.8% | $5,055+134.0% |
| Participant deferral / active EE | $1,883 | $6,948-72.9% | $6,191-69.6% | $6,977-73.0% |
| Admin fee / account holder | $891 | $26,311-96.6% | $21,981-95.9% | $19,030-95.3% |