Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,329 | $111,814-72.9% | $93,654-67.6% | $145,959-79.2% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 10.66% | 203.30%-192.6pp | 133.34%-122.7pp | 561.95%-551.3pp |
| Employer contribution / active EE | $2,338 | $3,092-24.4% | $2,421-3.4% | $4,661-49.8% |
| Participant deferral / active EE | $1,157 | $4,914-76.5% | $4,413-73.8% | $6,689-82.7% |
| Admin fee / account holder | $1,607 | $10,246-84.3% | $8,282-80.6% | $13,398-88.0% |