Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $81,419 | $223,823-63.6% | $211,142-61.4% | $154,746-47.4% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 14.78% | 50.39%-35.6pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $6,000 | $6,787-11.6% | $6,442-6.9% | $4,379+37.0% |
| Participant deferral / active EE | $1,091 | $9,750-88.8% | $9,284-88.2% | $6,730-83.8% |
| Admin fee / account holder | $332 | $19,707-98.3% | $19,076-98.3% | $14,365-97.7% |