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 | $82,341 | $178,174-53.8% | $156,181-47.3% | $137,256-40.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 13.15% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,778 | $4,972-64.2% | $4,294-58.6% | $4,156-57.2% |
| Participant deferral / active EE | $31 | $6,888-99.5% | $6,132-99.5% | $6,407-99.5% |
| Admin fee / account holder | $1,136 | $17,404-93.5% | $14,586-92.2% | $12,270-90.7% |