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 | $188,009 | $254,759-26.2% | $216,567-13.2% | $198,609-5.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 81.6%-10.2pp | 82.4%-10.9pp |
| Annual return | 7.14% | 10.04%-2.9pp | 12.94%-5.8pp | 202.70%-195.6pp |
| Employer contribution / active EE | $2,059 | $6,096-66.2% | $5,216-60.5% | $5,055-59.3% |
| Participant deferral / active EE | $2,400 | $6,948-65.5% | $6,191-61.2% | $6,977-65.6% |
| Admin fee / account holder | $2,209 | $26,311-91.6% | $21,981-89.9% | $19,030-88.4% |