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 | $213,939 | $138,312+54.7% | $122,979+74.0% | $155,188+37.9% |
| Participation rate | 78.6% | 80.2%-1.6pp | 77.2%+1.4pp | 80.8%-2.2pp |
| Annual return | 12.99% | 22.06%-9.1pp | 20.12%-7.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $12,285 | $3,530+248.0% | $3,062+301.2% | $4,248+189.2% |
| Participant deferral / active EE | $1,089 | $5,592-80.5% | $5,003-78.2% | $6,531-83.3% |
| Admin fee / account holder | $1,144 | $15,089-92.4% | $12,864-91.1% | $14,480-92.1% |