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 | $42,325 | $85,766-50.7% | $136,298-68.9% | $70,126-39.6% |
| Participation rate | 84.4% | 74.2%+10.2pp | 81.9%+2.5pp | 69.5%+14.8pp |
| Annual return | 14.41% | 31.46%-17.0pp | 5156.27%-5141.9pp | 73.15%-58.7pp |
| Employer contribution / active EE | $819 | $2,966-72.4% | $4,696-82.6% | $2,343-65.1% |
| Participant deferral / active EE | $1,829 | $5,051-63.8% | $6,247-70.7% | $3,332-45.1% |
| Admin fee / account holder | $6,153 | $5,421+13.5% | $9,244-33.4% | $4,645+32.5% |