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 | $236,839 | $79,449+198.1% | $189,575+24.9% | $85,847+175.9% |
| Participation rate | 94.4% | 66.0%+28.5pp | 78.4%+16.0pp | 69.3%+25.1pp |
| Annual return | 18.54% | 18.45%+0.1pp | 64.19%-45.7pp | 318.61%-300.1pp |
| Employer contribution / active EE | $5,886 | $2,081+182.8% | $4,412+33.4% | $2,565+129.4% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $27,208 | $5,377+406.0% | $9,806+177.5% | $6,261+334.6% |