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 | $148,777 | $227,399-34.6% | $189,758-21.6% | $198,609-25.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.61% | 61.03%-43.4pp | 52.62%-35.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $6,427 | $5,526+16.3% | $4,767+34.8% | $5,055+27.1% |
| Participant deferral / active EE | $2,067 | $6,837-69.8% | $5,856-64.7% | $6,977-70.4% |
| Admin fee / account holder | $1,181 | $25,162-95.3% | $20,388-94.2% | $19,030-93.8% |