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 | $58,335 | $98,766-40.9% | $149,730-61.0% | $79,852-26.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 12.54% | 27.43%-14.9pp | 276.70%-264.2pp | 31.72%-19.2pp |
| Employer contribution / active EE | $5,173 | $3,217+60.8% | $4,645+11.4% | $2,471+109.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,988 | $6,052-1.1% | $9,310-35.7% | $5,306+12.8% |