Sign up free to preview peer percentile detail
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 | $81,852 | $154,228-46.9% | $145,433-43.7% | $137,256-40.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 19.16% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,183 | $4,804-33.7% | $4,554-30.1% | $4,156-23.4% |
| Participant deferral / active EE | $2,213 | $8,216-73.1% | $7,897-72.0% | $6,407-65.5% |
| Admin fee / account holder | $1,236 | $14,344-91.4% | $13,129-90.6% | $12,270-89.9% |