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 | $49,283 | $68,412-28.0% | $94,679-47.9% | $75,181-34.4% |
| Participation rate | 71.4% | 76.1%-4.6pp | 80.8%-9.4pp | 67.2%+4.2pp |
| Annual return | 16.35% | 616.91%-600.6pp | 156.75%-140.4pp | 160.69%-144.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,831 | $6,537-56.7% | $7,417-61.8% | $4,126-31.4% |
| Admin fee / account holder | $2,517 | $5,326-52.7% | $7,233-65.2% | $5,650-55.5% |