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 | $104,421 | $112,112-6.9% | $95,956+8.8% | $158,950-34.3% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | 22.62% | 171.15%-148.5pp | 91.63%-69.0pp | 302.91%-280.3pp |
| Employer contribution / active EE | $4,000 | $3,199+25.0% | $2,541+57.4% | $4,762-16.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,190 | $10,134-88.3% | $6,797-82.5% | $11,248-89.4% |