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 | $84,263 | $152,612-44.8% | $125,192-32.7% | $152,897-44.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 31.18% | 54.85%-23.7pp | 43.79%-12.6pp | 345.43%-314.3pp |
| Employer contribution / active EE | $1,866 | $4,947-62.3% | $3,866-51.7% | $4,764-60.8% |
| Participant deferral / active EE | $454 | $5,868-92.3% | $4,937-90.8% | $5,851-92.2% |
| Admin fee / account holder | $2,478 | $13,437-81.6% | $9,704-74.5% | $11,599-78.6% |