Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,373 | $112,131-80.0% | $95,964-76.7% | $158,982-85.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 12.07% | 171.19%-159.1pp | 91.64%-79.6pp | 302.99%-290.9pp |
| Employer contribution / active EE | $1,195 | $3,199-62.7% | $2,541-53.0% | $4,763-74.9% |
| Participant deferral / active EE | $1,376 | $4,784-71.2% | $4,167-67.0% | $5,983-77.0% |
| Admin fee / account holder | $3,286 | $10,136-67.6% | $6,797-51.7% | $11,252-70.8% |