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 | $233,885 | $178,174+31.3% | $156,181+49.8% | $137,256+70.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.39% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $11,202 | $4,972+125.3% | $4,294+160.9% | $4,156+169.5% |
| Participant deferral / active EE | $1,803 | $6,888-73.8% | $6,132-70.6% | $6,407-71.9% |
| Admin fee / account holder | $9,661 | $17,404-44.5% | $14,586-33.8% | $12,270-21.3% |