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 | $82,277 | $178,174-53.8% | $156,181-47.3% | $137,256-40.1% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.8%-0.6pp | 80.0%-1.7pp |
| Annual return | 10.83% | 84.19%-73.4pp | 64.87%-54.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,328 | $6,888-80.7% | $6,132-78.3% | $6,407-79.3% |
| Admin fee / account holder | $8,141 | $17,404-53.2% | $14,586-44.2% | $12,270-33.6% |