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 | $43,940 | $118,695-63.0% | $98,916-55.6% | $158,950-72.4% |
| Participation rate | 84.2% | 77.8%+6.4pp | 76.0%+8.2pp | 82.0%+2.2pp |
| Annual return | 8.39% | 372.39%-364.0pp | 196.45%-188.1pp | 302.91%-294.5pp |
| Employer contribution / active EE | $7,337 | $3,333+120.1% | $2,689+172.8% | $4,762+54.1% |
| Participant deferral / active EE | $850 | $5,088-83.3% | $4,245-80.0% | $5,983-85.8% |
| Admin fee / account holder | $1,460 | $10,132-85.6% | $6,642-78.0% | $11,248-87.0% |