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 | $65,664 | $157,296-58.3% | $141,191-53.5% | $152,897-57.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 21.80% | 64.34%-42.5pp | 71.41%-49.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $5,115 | $5,262-2.8% | $4,736+8.0% | $4,764+7.4% |
| Participant deferral / active EE | $1,473 | $7,111-79.3% | $6,710-78.1% | $5,851-74.8% |
| Admin fee / account holder | $5,151 | $12,125-57.5% | $10,264-49.8% | $11,599-55.6% |