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 | $196,989 | $192,737+2.2% | $142,460+38.3% | $139,456+41.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 16.89% | 17.99%-1.1pp | 19.99%-3.1pp | 373.45%-356.6pp |
| Employer contribution / active EE | $4,106 | $5,806-29.3% | $4,847-15.3% | $4,753-13.6% |
| Participant deferral / active EE | $2,246 | $7,208-68.8% | $6,283-64.3% | $6,711-66.5% |
| Admin fee / account holder | $3,796 | $15,125-74.9% | $10,011-62.1% | $11,407-66.7% |