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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,444 | $185,905-11.5% | $170,057-3.3% | $139,487+17.9% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.1pp |
| Annual return | 15.64% | 60.56%-44.9pp | 53.42%-37.8pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,098 | $7,597-72.4% | $6,790-69.1% | $4,755-55.9% |
| Participant deferral / active EE | $2,098 | $11,627-82.0% | $10,411-79.8% | $6,713-68.7% |
| Admin fee / account holder | $6,848 | $15,397-55.5% | $12,826-46.6% | $11,407-40.0% |