Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,885 | $201,344-79.7% | $184,243-77.8% | $145,877-72.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 42.87% | 29.01%+13.9pp | 28.82%+14.1pp | 551.28%-508.4pp |
| Employer contribution / active EE | $2,402 | $7,022-65.8% | $6,427-62.6% | $4,663-48.5% |
| Participant deferral / active EE | $2,527 | $9,807-74.2% | $9,132-72.3% | $6,691-62.2% |
| Admin fee / account holder | $3,404 | $16,382-79.2% | $13,914-75.5% | $13,402-74.6% |