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 | $116,424 | $157,276-26.0% | $141,177-17.5% | $152,885-23.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.64% | 64.33%-43.7pp | 71.40%-50.8pp | 345.39%-324.7pp |
| Employer contribution / active EE | $2,549 | $5,262-51.6% | $4,736-46.2% | $4,763-46.5% |
| Participant deferral / active EE | $414 | $7,110-94.2% | $6,710-93.8% | $5,851-92.9% |
| Admin fee / account holder | $2,280 | $12,123-81.2% | $10,263-77.8% | $11,598-80.3% |