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 | $163,700 | $110,379+48.3% | $102,412+59.8% | $145,884+12.2% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.5%+8.1pp | 80.3%+2.3pp |
| Annual return | 15.31% | 24.84%-9.5pp | 24.94%-9.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $14,565 | $4,216+245.5% | $3,870+276.4% | $4,662+212.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,584 | $9,745-83.7% | $8,388-81.1% | $13,392-88.2% |