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 | $157,511 | $98,240+60.3% | $82,312+91.4% | $147,586+6.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.44% | 30.85%-10.4pp | 25.88%-5.4pp | 578.59%-558.2pp |
| Employer contribution / active EE | $13,557 | $3,192+324.8% | $2,428+458.3% | $4,876+178.0% |
| Participant deferral / active EE | $855 | $4,383-80.5% | $3,706-76.9% | $5,439-84.3% |
| Admin fee / account holder | $8,540 | $8,563-0.3% | $5,608+52.3% | $10,886-21.5% |