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 | $33,192 | $101,539-67.3% | $147,041-77.4% | $74,400-55.4% |
| Participation rate | 76.5% | 75.5%+0.9pp | 82.2%-5.7pp | 67.2%+9.3pp |
| Annual return | 16.03% | 8740.84%-8724.8pp | 419.21%-403.2pp | 1367.51%-1351.5pp |
| Employer contribution / active EE | $1,870 | $3,811-50.9% | $4,935-62.1% | $2,624-28.8% |
| Participant deferral / active EE | $2,614 | $7,304-64.2% | $8,071-67.6% | $4,348-39.9% |
| Admin fee / account holder | $1,942 | $1,749+11.0% | $13,006-85.1% | $1,944-0.1% |