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 | $185,141-27.0% | $153,416-11.9% | $155,188-12.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 8.94% | 18.72%-9.8pp | 17.84%-8.9pp | 148.84%-139.9pp |
| Employer contribution / active EE | $1,125 | $4,489-74.9% | $3,764-70.1% | $4,248-73.5% |
| Participant deferral / active EE | $833 | $5,477-84.8% | $4,723-82.4% | $6,531-87.2% |
| Admin fee / account holder | $1,912 | $16,005-88.1% | $13,095-85.4% | $14,480-86.8% |