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 | $86,986 | $123,155-29.4% | $108,753-20.0% | $155,188-43.9% |
| Participation rate | 81.8% | 75.6%+6.2pp | 71.1%+10.7pp | 80.8%+1.0pp |
| Annual return | 8.30% | 44.73%-36.4pp | 37.47%-29.2pp | 148.84%-140.5pp |
| Employer contribution / active EE | $9,091 | $2,811+223.4% | $2,427+274.6% | $4,248+114.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $28,317 | $12,126+133.5% | $10,320+174.4% | $14,480+95.6% |