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 | $155,068 | $129,737+19.5% | $119,126+30.2% | $154,746+0.2% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 15.12% | 379.08%-364.0pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $15,313 | $4,375+250.0% | $4,034+279.6% | $4,379+249.7% |
| Participant deferral / active EE | $663 | $5,842-88.7% | $5,318-87.5% | $6,730-90.2% |
| Admin fee / account holder | $23,123 | $11,961+93.3% | $10,693+116.2% | $14,365+61.0% |