Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,808 | $124,346-72.0% | $111,308-68.7% | $167,536-79.2% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.3%+17.1pp | 82.1%+12.3pp |
| Annual return | 10.79% | 37.45%-26.7pp | 54.67%-43.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $2,367 | $3,437-31.1% | $2,732-13.3% | $4,839-51.1% |
| Participant deferral / active EE | $1,347 | $5,182-74.0% | $4,487-70.0% | $6,342-78.8% |
| Admin fee / account holder | $553 | $10,621-94.8% | $7,965-93.1% | $12,315-95.5% |