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 | $102,306 | $129,737-21.1% | $119,126-14.1% | $154,746-33.9% |
| Participation rate | 89.5% | 78.9%+10.6pp | 75.8%+13.7pp | 80.7%+8.8pp |
| Annual return | 10.66% | 379.08%-368.4pp | 282.11%-271.4pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,100 | $4,375-74.9% | $4,034-72.7% | $4,379-74.9% |
| Participant deferral / active EE | $593 | $5,842-89.8% | $5,318-88.8% | $6,730-91.2% |
| Admin fee / account holder | $3,068 | $11,961-74.4% | $10,693-71.3% | $14,365-78.6% |