Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,401 | $162,136-70.8% | $152,301-68.9% | $154,746-69.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 14.43% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,566 | $4,890-47.5% | $4,624-44.5% | $4,379-41.4% |
| Participant deferral / active EE | $2,607 | $8,341-68.7% | $8,004-67.4% | $6,730-61.3% |
| Admin fee / account holder | $1,938 | $15,759-87.7% | $14,398-86.5% | $14,365-86.5% |