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 | $100,576 | $126,661-20.6% | $113,397-11.3% | $138,895-27.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 20.55% | 25.05%-4.5pp | 23.20%-2.7pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,045 | $3,456-40.8% | $2,977-31.3% | $4,194-51.2% |
| Participant deferral / active EE | $654 | $5,693-88.5% | $5,076-87.1% | $6,396-89.8% |
| Admin fee / account holder | $3,798 | $14,549-73.9% | $11,957-68.2% | $12,562-69.8% |