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 | $78,781 | $185,312-57.5% | $161,489-51.2% | $154,746-49.1% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 15.06% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,390 | $4,769-49.9% | $4,268-44.0% | $4,379-45.4% |
| Participant deferral / active EE | $627 | $6,350-90.1% | $5,630-88.9% | $6,730-90.7% |
| Admin fee / account holder | $1,463 | $18,654-92.2% | $16,006-90.9% | $14,365-89.8% |