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 | $37,272 | $227,291-83.6% | $214,702-82.6% | $155,188-76.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.97% | 60.08%-41.1pp | 54.55%-35.6pp | 148.84%-129.9pp |
| Employer contribution / active EE | $2,776 | $6,772-59.0% | $6,461-57.0% | $4,248-34.6% |
| Participant deferral / active EE | $2,892 | $9,582-69.8% | $9,147-68.4% | $6,531-55.7% |
| Admin fee / account holder | $2,661 | $20,413-87.0% | $19,830-86.6% | $14,480-81.6% |