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 | $26,061 | $150,447-82.7% | $136,298-80.9% | $147,586-82.3% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 17.70% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,205 | $5,256-77.1% | $4,696-74.3% | $4,876-75.3% |
| Participant deferral / active EE | $2,036 | $6,631-69.3% | $6,247-67.4% | $5,439-62.6% |
| Admin fee / account holder | $1,954 | $10,906-82.1% | $9,244-78.9% | $10,886-82.0% |