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 | $48,975 | $86,288-43.2% | $111,306-56.0% | $85,851-43.0% |
| Participation rate | 88.2% | 73.3%+14.9pp | 77.3%+10.9pp | 69.3%+18.9pp |
| Annual return | 18.67% | 19.99%-1.3pp | 54.67%-36.0pp | 318.63%-300.0pp |
| Employer contribution / active EE | $2,408 | $2,044+17.8% | $2,732-11.8% | $2,565-6.1% |
| Participant deferral / active EE | $1,110 | $3,641-69.5% | $4,488-75.3% | $3,952-71.9% |
| Admin fee / account holder | $3,411 | $8,189-58.3% | $7,966-57.2% | $6,261-45.5% |