Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,787 | $157,296-80.4% | $141,191-78.2% | $152,897-79.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.53% | 64.34%-36.8pp | 71.41%-43.9pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,165 | $5,262-77.9% | $4,736-75.4% | $4,764-75.5% |
| Participant deferral / active EE | $1,906 | $7,111-73.2% | $6,710-71.6% | $5,851-67.4% |
| Admin fee / account holder | $442 | $12,125-96.4% | $10,264-95.7% | $11,599-96.2% |