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 | $73,831 | $48,314+52.8% | $67,561+9.3% | $80,925-8.8% |
| Participation rate | 76.9% | 66.4%+10.5pp | 72.9%+4.0pp | 67.7%+9.3pp |
| Annual return | 16.14% | 18.28%-2.1pp | 3525.44%-3509.3pp | 35.65%-19.5pp |
| Employer contribution / active EE | $960 | $2,022-52.5% | $2,735-64.9% | $2,756-65.2% |
| Participant deferral / active EE | $508 | $2,927-82.7% | $4,003-87.3% | $4,299-88.2% |
| Admin fee / account holder | $661 | $3,690-82.1% | $4,006-83.5% | $6,940-90.5% |