Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $243,191 | $135,645+79.3% | $110,243+120.6% | $135,380+79.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 56.27% | 513.24%-457.0pp | 314.76%-258.5pp | 519.81%-463.5pp |
| Employer contribution / active EE | $5,984 | $4,907+22.0% | $3,827+56.4% | $4,779+25.2% |
| Participant deferral / active EE | $1,430 | $5,507-74.0% | $4,672-69.4% | $5,609-74.5% |
| Admin fee / account holder | $1,297 | $11,458-88.7% | $8,548-84.8% | $10,828-88.0% |