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 | $233,389 | $172,111+35.6% | $150,298+55.3% | $137,256+70.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.56% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,148 | $4,636-75.2% | $4,154-72.4% | $4,156-72.4% |
| Participant deferral / active EE | $1,325 | $6,166-78.5% | $5,453-75.7% | $6,407-79.3% |
| Admin fee / account holder | $3,536 | $16,471-78.5% | $14,116-75.0% | $12,270-71.2% |