Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $241,373 | $126,661+90.6% | $113,397+112.9% | $138,895+73.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 18.50% | 25.05%-6.6pp | 23.20%-4.7pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,613 | $3,456-53.3% | $2,977-45.8% | $4,194-61.6% |
| Participant deferral / active EE | $685 | $5,693-88.0% | $5,076-86.5% | $6,396-89.3% |
| Admin fee / account holder | $1,089 | $14,549-92.5% | $11,957-90.9% | $12,562-91.3% |