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 | $148,582+45.0% | $135,942+58.4% | $139,456+54.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,518 | $5,245-71.1% | $4,858-68.7% | $4,753-68.1% |
| Participant deferral / active EE | $2,147 | $8,101-73.5% | $7,759-72.3% | $6,711-68.0% |
| Admin fee / account holder | $2,667 | $12,402-78.5% | $10,764-75.2% | $11,407-76.6% |