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 | $84,846 | $156,398-45.8% | $147,318-42.4% | $138,895-38.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.25% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,568 | $4,853-67.7% | $4,593-65.9% | $4,194-62.6% |
| Participant deferral / active EE | $1,973 | $8,237-76.0% | $7,906-75.0% | $6,396-69.2% |
| Admin fee / account holder | $406 | $14,976-97.3% | $13,708-97.0% | $12,562-96.8% |