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 | $64,839 | $86,294-24.9% | $111,303-41.7% | $85,856-24.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.20% | 19.99%-4.8pp | 54.66%-39.5pp | 318.58%-303.4pp |
| Employer contribution / active EE | $1,233 | $2,043-39.7% | $2,731-54.9% | $2,565-51.9% |
| Participant deferral / active EE | $1,366 | $3,641-62.5% | $4,487-69.6% | $3,952-65.4% |
| Admin fee / account holder | $7,174 | $8,189-12.4% | $7,966-9.9% | $6,261+14.6% |