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 | $170,532 | $196,972-13.4% | $182,262-6.4% | $198,609-14.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.32% | 158.27%-143.0pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,545 | $5,364-52.6% | $5,046-49.6% | $5,055-49.7% |
| Participant deferral / active EE | $3,243 | $8,643-62.5% | $8,276-60.8% | $6,977-53.5% |
| Admin fee / account holder | $2,224 | $18,429-87.9% | $16,712-86.7% | $19,030-88.3% |