Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $134,518 | $129,737+3.7% | $119,126+12.9% | $154,746-13.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.00% | 379.08%-369.1pp | 282.11%-272.1pp | 172.34%-162.3pp |
| Employer contribution / active EE | $12,931 | $4,375+195.6% | $4,034+220.6% | $4,379+195.3% |
| Participant deferral / active EE | $1,763 | $5,842-69.8% | $5,318-66.8% | $6,730-73.8% |
| Admin fee / account holder | $1,012 | $11,961-91.5% | $10,693-90.5% | $14,365-93.0% |