Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $113,754 | $165,381-31.2% | $149,730-24.0% | $158,966-28.4% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 20.57% | 348.29%-327.7pp | 276.70%-256.1pp | 302.95%-282.4pp |
| Employer contribution / active EE | $5,312 | $5,104+4.1% | $4,645+14.3% | $4,762+11.5% |
| Participant deferral / active EE | $2,197 | $7,182-69.4% | $6,843-67.9% | $5,983-63.3% |
| Admin fee / account holder | $9,006 | $10,809-16.7% | $9,310-3.3% | $11,250-19.9% |