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 | $232,739 | $183,539+26.8% | $155,556+49.6% | $145,897+59.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 14.04% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,589 | $5,315-32.5% | $4,675-23.2% | $4,663-23.0% |
| Participant deferral / active EE | $695 | $6,467-89.3% | $5,631-87.7% | $6,689-89.6% |
| Admin fee / account holder | $22,615 | $19,275+17.3% | $15,885+42.4% | $13,390+68.9% |