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 | $156,654 | $107,666+45.5% | $102,184+53.3% | $154,746+1.2% |
| Participation rate | 94.7% | 83.7%+11.0pp | 82.6%+12.1pp | 80.7%+14.0pp |
| Annual return | 13.22% | 29.33%-16.1pp | 31.58%-18.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $4,200 | $3,846+9.2% | $3,594+16.9% | $4,379-4.1% |
| Participant deferral / active EE | $2,490 | $8,719-71.4% | $8,309-70.0% | $6,730-63.0% |
| Admin fee / account holder | $3,821 | $12,943-70.5% | $11,609-67.1% | $14,365-73.4% |