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 | $183,207 | $100,784+81.8% | $191,597-4.4% | $82,637+121.7% |
| Participation rate | 85.2% | 70.5%+14.7pp | 76.9%+8.3pp | 68.1%+17.1pp |
| Annual return | 13.49% | 18.13%-4.6pp | 27.07%-13.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $11,111 | $3,102+258.2% | $5,025+121.1% | $2,552+335.4% |
| Participant deferral / active EE | $0 | $4,937-100.0% | $6,850-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,603 | $10,062-44.3% | $22,799-75.4% | $7,339-23.7% |