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 | $150,369 | $116,203+29.4% | $93,621+60.6% | $152,909-1.7% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.8%+1.9pp | 82.5%-4.7pp |
| Annual return | 21.66% | 35.96%-14.3pp | 32.76%-11.1pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,197 | $4,605-74.0% | $4,070-70.6% | $5,851-79.5% |
| Admin fee / account holder | $693 | $10,751-93.6% | $7,890-91.2% | $11,601-94.0% |