Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,331 | $227,291-84.5% | $214,702-83.5% | $155,188-77.2% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 11.47% | 60.08%-48.6pp | 54.55%-43.1pp | 148.84%-137.4pp |
| Employer contribution / active EE | $2,068 | $6,772-69.5% | $6,461-68.0% | $4,248-51.3% |
| Participant deferral / active EE | $2,704 | $9,582-71.8% | $9,147-70.4% | $6,531-58.6% |
| Admin fee / account holder | $792 | $20,413-96.1% | $19,830-96.0% | $14,480-94.5% |