Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $93,297 | $227,291-59.0% | $214,702-56.5% | $155,188-39.9% |
| Participation rate | 89.5% | 88.0%+1.5pp | 87.5%+2.0pp | 80.8%+8.7pp |
| Annual return | 13.33% | 60.08%-46.7pp | 54.55%-41.2pp | 148.84%-135.5pp |
| Employer contribution / active EE | $2,743 | $6,772-59.5% | $6,461-57.5% | $4,248-35.4% |
| Participant deferral / active EE | $3,149 | $9,582-67.1% | $9,147-65.6% | $6,531-51.8% |
| Admin fee / account holder | $2,650 | $20,413-87.0% | $19,830-86.6% | $14,480-81.7% |