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 | $19,840 | $63,342-68.7% | $92,236-78.5% | $70,131-71.7% |
| Participation rate | 95.0% | 68.7%+26.3pp | 76.5%+18.5pp | 69.5%+25.5pp |
| Annual return | 16.68% | 530.15%-513.5pp | 176.29%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,765 | $2,471+11.9% | $3,679-24.8% | $2,342+18.1% |
| Participant deferral / active EE | $777 | $2,854-72.8% | $3,897-80.1% | $3,332-76.7% |
| Admin fee / account holder | $960 | $3,840-75.0% | $5,194-81.5% | $4,645-79.3% |