Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,596 | $107,944-64.2% | $91,994-58.0% | $152,885-74.8% |
| Participation rate | 83.3% | 81.2%+2.1pp | 78.6%+4.7pp | 82.5%+0.9pp |
| Annual return | 18.76% | 89.26%-70.5pp | 69.03%-50.3pp | 345.39%-326.6pp |
| Employer contribution / active EE | $1,364 | $4,210-67.6% | $3,452-60.5% | $4,763-71.4% |
| Participant deferral / active EE | $1,450 | $6,365-77.2% | $5,923-75.5% | $5,851-75.2% |
| Admin fee / account holder | $363 | $10,521-96.5% | $7,743-95.3% | $11,598-96.9% |