Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $75,957 | $175,259-56.7% | $149,723-49.3% | $139,487-45.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.22% | 166.82%-151.6pp | 134.50%-119.3pp | 373.84%-358.6pp |
| Employer contribution / active EE | $1,385 | $5,478-74.7% | $4,821-71.3% | $4,755-70.9% |
| Participant deferral / active EE | $877 | $6,522-86.6% | $5,682-84.6% | $6,713-86.9% |
| Admin fee / account holder | $1,875 | $16,158-88.4% | $13,215-85.8% | $11,407-83.6% |