Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $135,667 | $96,236+41.0% | $133,698+1.5% | $80,959+67.6% |
| Participation rate | 94.9% | 71.2%+23.7pp | 76.4%+18.5pp | 67.7%+27.3pp |
| Annual return | 76.03% | 28.74%+47.3pp | 580.90%-504.9pp | 35.67%+40.4pp |
| Employer contribution / active EE | $7,214 | $3,350+115.3% | $4,218+71.1% | $2,757+161.7% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,525 | $8,250-57.3% | $6,703-47.4% | $6,925-49.1% |