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 | $145,426 | $138,312+5.1% | $122,979+18.3% | $155,188-6.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 7.16% | 22.06%-14.9pp | 20.12%-13.0pp | 148.84%-141.7pp |
| Employer contribution / active EE | $1,500 | $3,530-57.5% | $3,062-51.0% | $4,248-64.7% |
| Participant deferral / active EE | $994 | $5,592-82.2% | $5,003-80.1% | $6,531-84.8% |
| Admin fee / account holder | $698 | $15,089-95.4% | $12,864-94.6% | $14,480-95.2% |