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 | $122,168 | $88,707+37.7% | $74,184+64.7% | $273,972-55.4% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 6.36% | 11.94%-5.6pp | 17.74%-11.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $11,782 | $3,159+272.9% | $2,370+397.1% | $4,869+142.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,250 | $8,717-74.2% | $5,586-59.7% | $10,133-77.8% |