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 | $67,104 | $150,207-55.3% | $120,380-44.3% | $145,978-54.0% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 10.10% | 154.28%-144.2pp | 107.28%-97.2pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,671 | $4,351-61.6% | $3,465-51.8% | $4,662-64.1% |
| Participant deferral / active EE | $1,400 | $6,175-77.3% | $4,992-72.0% | $6,690-79.1% |
| Admin fee / account holder | $2,656 | $12,203-78.2% | $9,421-71.8% | $13,400-80.2% |