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 | $50,707 | $156,398-67.6% | $147,318-65.6% | $138,895-63.5% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 13.83% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,293 | $4,853-73.4% | $4,593-71.8% | $4,194-69.2% |
| Participant deferral / active EE | $2,407 | $8,237-70.8% | $7,906-69.6% | $6,396-62.4% |
| Admin fee / account holder | $1,592 | $14,976-89.4% | $13,708-88.4% | $12,562-87.3% |