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 | $168,379 | $134,817+24.9% | $123,973+35.8% | $155,188+8.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.52% | 515.49%-497.0pp | 388.13%-369.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $19,767 | $4,425+346.7% | $4,126+379.1% | $4,248+365.4% |
| Participant deferral / active EE | $1,021 | $5,706-82.1% | $5,247-80.5% | $6,531-84.4% |
| Admin fee / account holder | $3,497 | $13,245-73.6% | $11,799-70.4% | $14,480-75.8% |