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 | $146,912 | $183,592-20.0% | $155,567-5.6% | $145,959+0.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 34.12% | 61.24%-27.1pp | 64.74%-30.6pp | 561.95%-527.8pp |
| Employer contribution / active EE | $1,323 | $5,315-75.1% | $4,674-71.7% | $4,661-71.6% |
| Participant deferral / active EE | $1,376 | $6,464-78.7% | $5,628-75.5% | $6,689-79.4% |
| Admin fee / account holder | $6,382 | $19,318-67.0% | $15,916-59.9% | $13,398-52.4% |