Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $205,339 | $160,040+28.3% | $147,096+39.6% | $145,877+40.8% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 12.11% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $17,158 | $5,289+224.4% | $4,936+247.6% | $4,663+268.0% |
| Participant deferral / active EE | $2,095 | $8,429-75.1% | $8,071-74.0% | $6,691-68.7% |
| Admin fee / account holder | $915 | $15,050-93.9% | $13,005-93.0% | $13,402-93.2% |