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 | $207,482 | $227,399-8.8% | $189,758+9.3% | $198,609+4.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.15% | 61.03%-48.9pp | 52.62%-40.5pp | 202.70%-190.5pp |
| Employer contribution / active EE | $2,172 | $5,526-60.7% | $4,767-54.4% | $5,055-57.0% |
| Participant deferral / active EE | $56 | $6,837-99.2% | $5,856-99.0% | $6,977-99.2% |
| Admin fee / account holder | $2,273 | $25,162-91.0% | $20,388-88.9% | $19,030-88.1% |