Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,481 | $99,921-86.5% | $85,009-84.1% | $145,959-90.8% |
| Participation rate | 73.3% | 74.1%-0.8pp | 67.5%+5.8pp | 80.3%-7.0pp |
| Annual return | 14.23% | 83.89%-69.7pp | 66.47%-52.2pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,754 | $3,233-14.8% | $2,728+0.9% | $4,661-40.9% |
| Participant deferral / active EE | $813 | $5,293-84.6% | $4,522-82.0% | $6,689-87.8% |
| Admin fee / account holder | $1,043 | $7,252-85.6% | $6,153-83.0% | $13,398-92.2% |