Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $88,681 | $160,070-44.6% | $147,117-39.7% | $145,897-39.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 25.15% | 98.69%-73.5pp | 420.54%-395.4pp | 552.29%-527.1pp |
| Employer contribution / active EE | $1,322 | $5,285-75.0% | $4,932-73.2% | $4,663-71.6% |
| Participant deferral / active EE | $1,994 | $8,419-76.3% | $8,065-75.3% | $6,689-70.2% |
| Admin fee / account holder | $529 | $15,035-96.5% | $12,993-95.9% | $13,390-96.0% |