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 | $197,188 | $99,053+99.1% | $88,179+123.6% | $138,895+42.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.51% | 78.17%-64.7pp | 64.97%-51.5pp | 145.39%-131.9pp |
| Employer contribution / active EE | $5,000 | $2,882+73.5% | $2,549+96.1% | $4,194+19.2% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $25,873 | $8,748+195.7% | $7,673+237.2% | $12,562+106.0% |