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 | $56,051 | $88,672-36.8% | $105,223-46.7% | $82,448-32.0% |
| Participation rate | 92.6% | 67.9%+24.7pp | 75.0%+17.5pp | 68.1%+24.5pp |
| Annual return | 12.96% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $11,415 | $3,048+274.5% | $3,689+209.5% | $2,551+347.5% |
| Participant deferral / active EE | $293 | $4,036-92.7% | $5,072-94.2% | $4,139-92.9% |
| Admin fee / account holder | $4,091 | $7,146-42.8% | $8,859-53.8% | $7,234-43.5% |