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 | $124,130 | $209,888-40.9% | $189,545-34.5% | $167,553-25.9% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.7pp |
| Annual return | 10.79% | 748.66%-737.9pp | 555.36%-544.6pp | 478.89%-468.1pp |
| Employer contribution / active EE | $1,805 | $6,915-73.9% | $6,162-70.7% | $4,840-62.7% |
| Participant deferral / active EE | $3,152 | $8,934-64.7% | $8,220-61.7% | $6,343-50.3% |
| Admin fee / account holder | $2,233 | $14,300-84.4% | $12,049-81.5% | $12,316-81.9% |