Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,242 | $114,119-66.5% | $107,187-64.3% | $138,895-72.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.05% | 273.21%-254.2pp | 204.55%-185.5pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,510 | $4,059-38.2% | $3,782-33.7% | $4,194-40.2% |
| Participant deferral / active EE | $519 | $5,538-90.6% | $5,096-89.8% | $6,396-91.9% |
| Admin fee / account holder | $2,349 | $10,024-76.6% | $9,162-74.4% | $12,562-81.3% |