Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,017 | $134,001-48.5% | $112,258-38.5% | $134,509-48.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.71% | 47.15%-44.4pp | 27.47%-24.8pp | 418.13%-415.4pp |
| Employer contribution / active EE | $2,356 | $4,039-41.7% | $3,636-35.2% | $4,741-50.3% |
| Participant deferral / active EE | $1,366 | $5,291-74.2% | $4,728-71.1% | $6,400-78.7% |
| Admin fee / account holder | $1,123 | $7,491-85.0% | $6,411-82.5% | $11,427-90.2% |