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 | $77,035 | $125,778-38.8% | $114,563-32.8% | $154,746-50.2% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.9%+3.6pp | 80.7%-4.2pp |
| Annual return | 7.56% | 295.14%-287.6pp | 241.09%-233.5pp | 172.34%-164.8pp |
| Employer contribution / active EE | $11,565 | $2,806+312.2% | $2,592+346.2% | $4,379+164.1% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $825 | $8,190-89.9% | $7,623-89.2% | $14,365-94.3% |