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 | $40,873 | $175,259-76.7% | $149,723-72.7% | $139,487-70.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.21% | 166.82%-149.6pp | 134.50%-117.3pp | 373.84%-356.6pp |
| Employer contribution / active EE | $4,778 | $5,478-12.8% | $4,821-0.9% | $4,755+0.5% |
| Participant deferral / active EE | $638 | $6,522-90.2% | $5,682-88.8% | $6,713-90.5% |
| Admin fee / account holder | $4,267 | $16,158-73.6% | $13,215-67.7% | $11,407-62.6% |