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 | $72,377 | $86,891-16.7% | $142,516-49.2% | $75,177-3.7% |
| Participation rate | 89.7% | 68.5%+21.1pp | 76.8%+12.9pp | 67.2%+22.5pp |
| Annual return | 13.54% | 23.31%-9.8pp | 20.03%-6.5pp | 160.75%-147.2pp |
| Employer contribution / active EE | $6,352 | $3,355+89.3% | $4,849+31.0% | $2,671+137.8% |
| Participant deferral / active EE | $1,016 | $4,938-79.4% | $6,280-83.8% | $4,126-75.4% |
| Admin fee / account holder | $15,158 | $7,299+107.7% | $10,008+51.5% | $5,651+168.2% |