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 | $37,627 | $106,008-64.5% | $92,240-59.2% | $147,586-74.5% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 10.94% | 50.05%-39.1pp | 176.29%-165.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $2,933 | $4,333-32.3% | $3,680-20.3% | $4,876-39.8% |
| Participant deferral / active EE | $572 | $4,478-87.2% | $3,897-85.3% | $5,439-89.5% |
| Admin fee / account holder | $462 | $6,333-92.7% | $5,194-91.1% | $10,886-95.8% |