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 | $50,770 | $196,972-74.2% | $182,262-72.1% | $198,609-74.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.38% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $2,208 | $5,364-58.8% | $5,046-56.2% | $5,055-56.3% |
| Participant deferral / active EE | $1,232 | $8,643-85.7% | $8,276-85.1% | $6,977-82.3% |
| Admin fee / account holder | $1,096 | $18,429-94.1% | $16,712-93.4% | $19,030-94.2% |