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 | $127,154 | $107,353+18.4% | $92,903+36.9% | $152,885-16.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 19.44% | 145.62%-126.2pp | 109.43%-90.0pp | 345.39%-325.9pp |
| Employer contribution / active EE | $2,148 | $4,222-49.1% | $3,653-41.2% | $4,763-54.9% |
| Participant deferral / active EE | $1,225 | $4,848-74.7% | $4,238-71.1% | $5,851-79.1% |
| Admin fee / account holder | $5,838 | $7,081-17.5% | $5,795+0.8% | $11,598-49.7% |