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 | $113,791 | $160,040-28.9% | $147,096-22.6% | $145,877-22.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.39% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,137 | $5,289-78.5% | $4,936-77.0% | $4,663-75.6% |
| Participant deferral / active EE | $1,507 | $8,429-82.1% | $8,071-81.3% | $6,691-77.5% |
| Admin fee / account holder | $23,675 | $15,050+57.3% | $13,005+82.0% | $13,402+76.6% |