Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $215,399 | $148,623+44.9% | $135,974+58.4% | $139,466+54.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,518 | $5,246-71.1% | $4,859-68.8% | $4,754-68.1% |
| Participant deferral / active EE | $2,147 | $8,103-73.5% | $7,760-72.3% | $6,712-68.0% |
| Admin fee / account holder | $2,667 | $12,406-78.5% | $10,767-75.2% | $11,409-76.6% |