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 | $121,513 | $103,393+17.5% | $87,103+39.5% | $152,909-20.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.98% | 28.10%-4.1pp | 28.19%-4.2pp | 345.46%-321.5pp |
| Employer contribution / active EE | $3,636 | $3,221+12.9% | $2,521+44.2% | $4,764-23.7% |
| Participant deferral / active EE | $1,385 | $4,778-71.0% | $4,049-65.8% | $5,851-76.3% |
| Admin fee / account holder | $1,284 | $12,195-89.5% | $7,491-82.9% | $11,601-88.9% |