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 | $230,282 | $223,823+2.9% | $211,142+9.1% | $154,746+48.8% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 18.64% | 50.39%-31.8pp | 46.84%-28.2pp | 172.34%-153.7pp |
| Employer contribution / active EE | $14,644 | $6,787+115.8% | $6,442+127.3% | $4,379+234.4% |
| Participant deferral / active EE | $12 | $9,750-99.9% | $9,284-99.9% | $6,730-99.8% |
| Admin fee / account holder | $6,793 | $19,707-65.5% | $19,076-64.4% | $14,365-52.7% |