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 | $56,537 | $157,829-64.2% | $136,867-58.7% | $198,609-71.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 20.06% | 51.25%-31.2pp | 42.97%-22.9pp | 202.70%-182.6pp |
| Employer contribution / active EE | $2,573 | $3,923-34.4% | $3,547-27.5% | $5,055-49.1% |
| Participant deferral / active EE | $1,623 | $5,463-70.3% | $4,924-67.0% | $6,977-76.7% |
| Admin fee / account holder | $4,913 | $11,107-55.8% | $10,340-52.5% | $19,030-74.2% |