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 | $79,212 | $150,447-47.3% | $136,298-41.9% | $147,586-46.3% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 16.51% | 1049.15%-1032.6pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $12,079 | $5,256+129.8% | $4,696+157.2% | $4,876+147.7% |
| Participant deferral / active EE | $520 | $6,631-92.2% | $6,247-91.7% | $5,439-90.4% |
| Admin fee / account holder | $16,370 | $10,906+50.1% | $9,244+77.1% | $10,886+50.4% |