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 | $115,042 | $154,228-25.4% | $145,433-20.9% | $137,256-16.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 1417.22% | 74.59%+1342.6pp | 66.58%+1350.6pp | 220.34%+1196.9pp |
| Employer contribution / active EE | $1,147 | $4,804-76.1% | $4,554-74.8% | $4,156-72.4% |
| Participant deferral / active EE | $1,287 | $8,216-84.3% | $7,897-83.7% | $6,407-79.9% |
| Admin fee / account holder | $2,752 | $14,344-80.8% | $13,129-79.0% | $12,270-77.6% |