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 | $59,276 | $60,139-1.4% | $90,461-34.5% | $79,856-25.8% |
| Participation rate | 97.8% | 65.0%+32.8pp | 72.7%+25.1pp | 69.6%+28.2pp |
| Annual return | 17.57% | 71.96%-54.4pp | 1294.76%-1277.2pp | 31.71%-14.1pp |
| Employer contribution / active EE | $7,339 | $2,069+254.8% | $3,264+124.9% | $2,471+197.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,055 | $3,978-48.3% | $5,617-63.4% | $5,306-61.3% |