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 | $158,646 | $213,785-25.8% | $185,441-14.4% | $155,188+2.2% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 14.49% | 19.97%-5.5pp | 20.16%-5.7pp | 148.84%-134.3pp |
| Employer contribution / active EE | $4,575 | $5,393-15.2% | $4,672-2.1% | $4,248+7.7% |
| Participant deferral / active EE | $1,256 | $6,864-81.7% | $6,152-79.6% | $6,531-80.8% |
| Admin fee / account holder | $1,790 | $21,134-91.5% | $17,890-90.0% | $14,480-87.6% |