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 | $104,307 | $115,814-9.9% | $101,275+3.0% | $158,982-34.4% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 9.88% | 56.16%-46.3pp | 46.48%-36.6pp | 302.99%-293.1pp |
| Employer contribution / active EE | $9,465 | $4,176+126.7% | $3,660+158.6% | $4,763+98.7% |
| Participant deferral / active EE | $235 | $4,958-95.3% | $4,371-94.6% | $5,983-96.1% |
| Admin fee / account holder | $2,371 | $7,249-67.3% | $5,948-60.1% | $11,252-78.9% |