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 | $56,891 | $178,174-68.1% | $156,181-63.6% | $137,256-58.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 13.12% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,322 | $4,972-73.4% | $4,294-69.2% | $4,156-68.2% |
| Participant deferral / active EE | $1,920 | $6,888-72.1% | $6,132-68.7% | $6,407-70.0% |
| Admin fee / account holder | $4,378 | $17,404-74.8% | $14,586-70.0% | $12,270-64.3% |