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 | $133,014 | $93,345+42.5% | $119,126+11.7% | $87,485+52.0% |
| Participation rate | 85.7% | 68.7%+17.0pp | 75.8%+10.0pp | 68.9%+16.8pp |
| Annual return | 16.74% | 19.08%-2.3pp | 282.11%-265.4pp | 26.06%-9.3pp |
| Employer contribution / active EE | $10,785 | $3,172+240.0% | $4,034+167.4% | $2,596+315.4% |
| Participant deferral / active EE | $627 | $4,099-84.7% | $5,318-88.2% | $4,274-85.3% |
| Admin fee / account holder | $9,588 | $8,039+19.3% | $10,693-10.3% | $7,775+23.3% |