Sign up free to preview peer percentile detail
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 | $88,928 | $102,393-13.2% | $147,041-39.5% | $80,911+9.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 529.24% | 134.95%+394.3pp | 419.21%+110.0pp | 35.63%+493.6pp |
| Employer contribution / active EE | $7,223 | $3,715+94.4% | $4,935+46.4% | $2,756+162.1% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,091 | $7,943-73.7% | $13,006-83.9% | $6,935-69.8% |