Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,629 | $153,769-37.8% | $133,975-28.6% | $273,972-65.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.00% | 36.51%-22.5pp | 29.29%-15.3pp | 41.46%-27.5pp |
| Employer contribution / active EE | $7,783 | $6,029+29.1% | $5,211+49.4% | $4,869+59.9% |
| Participant deferral / active EE | $1,760 | $6,958-74.7% | $6,282-72.0% | $5,287-66.7% |
| Admin fee / account holder | $27,689 | $11,765+135.4% | $9,324+196.9% | $10,133+173.3% |