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 | $37,245 | $176,120-78.9% | $159,487-76.6% | $167,553-77.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.82% | 331.95%-309.1pp | 263.71%-240.9pp | 478.89%-456.1pp |
| Employer contribution / active EE | $3,182 | $5,299-39.9% | $4,831-34.1% | $4,840-34.2% |
| Participant deferral / active EE | $2,380 | $7,752-69.3% | $7,354-67.6% | $6,343-62.5% |
| Admin fee / account holder | $963 | $12,561-92.3% | $10,804-91.1% | $12,316-92.2% |