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 | $130,590 | $96,965+34.7% | $97,995+33.3% | $147,586-11.5% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 19.71% | 24.11%-4.4pp | 23.94%-4.2pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,992 | $4,536-34.0% | $4,158-28.0% | $4,876-38.6% |
| Participant deferral / active EE | $1,006 | $5,081-80.2% | $5,097-80.3% | $5,439-81.5% |
| Admin fee / account holder | $17,566 | $8,120+116.3% | $5,943+195.5% | $10,886+61.4% |