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 | $135,191 | $162,967-17.0% | $135,792-0.4% | $138,895-2.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 8.94% | 30.08%-21.1pp | 25.96%-17.0pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,125 | $4,211-73.3% | $3,496-67.8% | $4,194-73.2% |
| Participant deferral / active EE | $833 | $5,640-85.2% | $4,759-82.5% | $6,396-87.0% |
| Admin fee / account holder | $1,912 | $15,306-87.5% | $12,266-84.4% | $12,562-84.8% |