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 | $224,861 | $176,105+27.7% | $159,474+41.0% | $167,536+34.2% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 10.06% | 331.91%-321.8pp | 263.68%-253.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $2,875 | $5,299-45.7% | $4,831-40.5% | $4,839-40.6% |
| Participant deferral / active EE | $2,235 | $7,751-71.2% | $7,353-69.6% | $6,342-64.8% |
| Admin fee / account holder | $1,163 | $12,559-90.7% | $10,802-89.2% | $12,315-90.6% |