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 | $186,078 | $156,616+18.8% | $133,346+39.5% | $198,609-6.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 7.34% | 44.25%-36.9pp | 36.85%-29.5pp | 202.70%-195.4pp |
| Employer contribution / active EE | $2,039 | $3,368-39.4% | $2,853-28.5% | $5,055-59.7% |
| Participant deferral / active EE | $311 | $4,920-93.7% | $4,332-92.8% | $6,977-95.5% |
| Admin fee / account holder | $6,421 | $17,468-63.2% | $14,264-55.0% | $19,030-66.3% |