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 | $120,622 | $201,344-40.1% | $184,243-34.5% | $145,877-17.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 12.49% | 29.01%-16.5pp | 28.82%-16.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,244 | $7,022-68.1% | $6,427-65.1% | $4,663-51.9% |
| Participant deferral / active EE | $2,994 | $9,807-69.5% | $9,132-67.2% | $6,691-55.3% |
| Admin fee / account holder | $12,755 | $16,382-22.1% | $13,914-8.3% | $13,402-4.8% |