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 | $116,888 | $78,670+48.6% | $109,173+7.1% | $85,847+36.2% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 12.21% | 25.09%-12.9pp | 25.75%-13.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $9,290 | $2,734+239.8% | $3,723+149.5% | $2,565+262.1% |
| Participant deferral / active EE | $1,030 | $3,467-70.3% | $4,654-77.9% | $3,952-73.9% |
| Admin fee / account holder | $2,207 | $5,469-59.6% | $6,755-67.3% | $6,261-64.7% |