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 | $86,690 | $157,304-44.9% | $141,197-38.6% | $152,909-43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.26% | 64.34%-43.1pp | 71.41%-50.1pp | 345.46%-324.2pp |
| Employer contribution / active EE | $1,875 | $5,263-64.4% | $4,736-60.4% | $4,764-60.6% |
| Participant deferral / active EE | $1,072 | $7,111-84.9% | $6,710-84.0% | $5,851-81.7% |
| Admin fee / account holder | $967 | $12,126-92.0% | $10,265-90.6% | $11,601-91.7% |