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 | $34,690 | $55,457-37.4% | $77,361-55.2% | $94,015-63.1% |
| Participation rate | 98.3% | 69.8%+28.5pp | 75.0%+23.3pp | 70.8%+27.5pp |
| Annual return | 12.18% | 15.57%-3.4pp | 1011.54%-999.4pp | 17.84%-5.7pp |
| Employer contribution / active EE | $4,084 | $2,255+81.1% | $2,990+36.6% | $2,790+46.4% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,737 | $4,334-13.8% | $5,894-36.6% | $8,951-58.3% |