Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,125 | $175,259-73.7% | $149,723-69.2% | $139,487-66.9% |
| Participation rate | 85.0% | 83.4%+1.6pp | 78.8%+6.2pp | 80.3%+4.7pp |
| Annual return | 16.34% | 166.82%-150.5pp | 134.50%-118.2pp | 373.84%-357.5pp |
| Employer contribution / active EE | $1,248 | $5,478-77.2% | $4,821-74.1% | $4,755-73.7% |
| Participant deferral / active EE | $1,565 | $6,522-76.0% | $5,682-72.5% | $6,713-76.7% |
| Admin fee / account holder | $730 | $16,158-95.5% | $13,215-94.5% | $11,407-93.6% |