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 | $109,115 | $160,028-31.8% | $147,080-25.8% | $145,884-25.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 42.02% | 98.60%-56.6pp | 420.17%-378.1pp | 551.85%-509.8pp |
| Employer contribution / active EE | $1,714 | $5,286-67.6% | $4,933-65.2% | $4,662-63.2% |
| Participant deferral / active EE | $1,989 | $8,422-76.4% | $8,066-75.3% | $6,690-70.3% |
| Admin fee / account holder | $20,765 | $15,030+38.2% | $12,989+59.9% | $13,392+55.1% |