Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $32,767 | $155,555-78.9% | $146,866-77.7% | $155,188-78.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 10.75% | 115.41%-104.7pp | 102.85%-92.1pp | 148.84%-138.1pp |
| Employer contribution / active EE | $7,088 | $4,647+52.5% | $4,425+60.2% | $4,248+66.9% |
| Participant deferral / active EE | $860 | $8,044-89.3% | $7,759-88.9% | $6,531-86.8% |
| Admin fee / account holder | $367 | $14,755-97.5% | $13,620-97.3% | $14,480-97.5% |