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 | $92,311 | $67,411+36.9% | $91,004+1.4% | $70,126+31.6% |
| Participation rate | 96.8% | 71.4%+25.4pp | 75.6%+21.2pp | 69.5%+27.2pp |
| Annual return | 13.10% | -40.16%+53.3pp | 4.60%+8.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $5,650 | $1,786+216.4% | $2,456+130.1% | $2,343+141.2% |
| Participant deferral / active EE | $658 | $2,823-76.7% | $3,548-81.5% | $3,332-80.3% |
| Admin fee / account holder | $3,396 | $4,236-19.8% | $5,417-37.3% | $4,645-26.9% |