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 | $156,042 | $138,312+12.8% | $122,979+26.9% | $155,188+0.6% |
| Participation rate | 83.3% | 80.2%+3.1pp | 77.2%+6.1pp | 80.8%+2.5pp |
| Annual return | 12.03% | 22.06%-10.0pp | 20.12%-8.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $1,491 | $3,530-57.8% | $3,062-51.3% | $4,248-64.9% |
| Participant deferral / active EE | $1,775 | $5,592-68.3% | $5,003-64.5% | $6,531-72.8% |
| Admin fee / account holder | $18,555 | $15,089+23.0% | $12,864+44.2% | $14,480+28.1% |