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 | $49,913 | $51,638-3.3% | $68,368-27.0% | $82,448-39.5% |
| Participation rate | 94.4% | 63.6%+30.8pp | 73.8%+20.7pp | 68.1%+26.4pp |
| Annual return | 19.59% | 37.53%-17.9pp | 292.57%-273.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $4,198 | $2,047+105.1% | $2,649+58.5% | $2,551+64.6% |
| Participant deferral / active EE | $435 | $2,914-85.1% | $4,123-89.4% | $4,139-89.5% |
| Admin fee / account holder | $3,586 | $4,643-22.8% | $5,150-30.4% | $7,234-50.4% |