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 | $78,095 | $183,539-57.5% | $155,556-49.8% | $145,897-46.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.83% | 61.31%-44.5pp | 64.84%-48.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,678 | $5,315-68.4% | $4,675-64.1% | $4,663-64.0% |
| Participant deferral / active EE | $1,050 | $6,467-83.8% | $5,631-81.4% | $6,689-84.3% |
| Admin fee / account holder | $343 | $19,275-98.2% | $15,885-97.8% | $13,390-97.4% |