Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $111,779 | $196,972-43.3% | $182,262-38.7% | $198,609-43.7% |
| Participation rate | 92.3% | 85.7%+6.6pp | 84.2%+8.1pp | 82.4%+9.9pp |
| Annual return | 13.77% | 158.27%-144.5pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $2,037 | $5,364-62.0% | $5,046-59.6% | $5,055-59.7% |
| Participant deferral / active EE | $3,685 | $8,643-57.4% | $8,276-55.5% | $6,977-47.2% |
| Admin fee / account holder | $917 | $18,429-95.0% | $16,712-94.5% | $19,030-95.2% |