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 | $185,981 | $198,457-6.3% | $170,435+9.1% | $147,586+26.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.56% | 257.30%-243.7pp | 205.94%-192.4pp | 578.59%-565.0pp |
| Employer contribution / active EE | $7,000 | $6,183+13.2% | $5,432+28.9% | $4,876+43.5% |
| Participant deferral / active EE | $500 | $5,629-91.1% | $4,939-89.9% | $5,439-90.8% |
| Admin fee / account holder | $13,909 | $16,852-17.5% | $13,881+0.2% | $10,886+27.8% |