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 | $78,164 | $162,812-52.0% | $133,971-41.7% | $158,966-50.8% |
| Participation rate | 89.5% | 83.2%+6.2pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 12.94% | 41.94%-29.0pp | 45.09%-32.2pp | 302.95%-290.0pp |
| Employer contribution / active EE | $4,774 | $4,976-4.1% | $3,919+21.8% | $4,762+0.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $486 | $11,741-95.9% | $8,929-94.6% | $11,250-95.7% |