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 | $146,934 | $111,535+31.7% | $105,223+39.6% | $137,256+7.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.44% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,643 | $3,939-32.9% | $3,689-28.3% | $4,156-36.4% |
| Participant deferral / active EE | $1,175 | $5,500-78.6% | $5,072-76.8% | $6,407-81.7% |
| Admin fee / account holder | $3,743 | $9,721-61.5% | $8,859-57.7% | $12,270-69.5% |