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 | $234,352 | $165,381+41.7% | $149,730+56.5% | $158,966+47.4% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 12.91% | 348.29%-335.4pp | 276.70%-263.8pp | 302.95%-290.0pp |
| Employer contribution / active EE | $5,459 | $5,104+7.0% | $4,645+17.5% | $4,762+14.6% |
| Participant deferral / active EE | $2,224 | $7,182-69.0% | $6,843-67.5% | $5,983-62.8% |
| Admin fee / account holder | $35,744 | $10,809+230.7% | $9,310+283.9% | $11,250+217.7% |