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 | $165,546 | $167,522-1.2% | $151,639+9.2% | $134,532+23.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.84% | 7.81%-26.7pp | 3.34%-22.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $3,138 | $6,828-54.0% | $6,165-49.1% | $4,741-33.8% |
| Participant deferral / active EE | $1,700 | $8,986-81.1% | $8,363-79.7% | $6,401-73.4% |
| Admin fee / account holder | $1,289 | $13,780-90.6% | $11,613-88.9% | $11,429-88.7% |