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 | $193,381 | $102,663+88.4% | $86,216+124.3% | $139,466+38.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 14.30% | 1924.52%-1910.2pp | 1169.42%-1155.1pp | 373.66%-359.4pp |
| Employer contribution / active EE | $851 | $3,035-72.0% | $2,382-64.3% | $4,754-82.1% |
| Participant deferral / active EE | $867 | $4,677-81.5% | $3,986-78.3% | $6,712-87.1% |
| Admin fee / account holder | $4,692 | $8,663-45.8% | $6,853-31.5% | $11,409-58.9% |