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 | $32,661 | $157,304-79.2% | $141,197-76.9% | $152,909-78.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.75% | 64.34%-37.6pp | 71.41%-44.7pp | 345.46%-318.7pp |
| Employer contribution / active EE | $3,364 | $5,263-36.1% | $4,736-29.0% | $4,764-29.4% |
| Participant deferral / active EE | $2,082 | $7,111-70.7% | $6,710-69.0% | $5,851-64.4% |
| Admin fee / account holder | $3,637 | $12,126-70.0% | $10,265-64.6% | $11,601-68.6% |