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 | $211,861 | $138,114+53.4% | $125,391+69.0% | $134,545+57.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.33% | 750.88%-767.2pp | 572.41%-588.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $3,756 | $5,246-28.4% | $4,816-22.0% | $4,742-20.8% |
| Participant deferral / active EE | $2,075 | $7,801-73.4% | $7,448-72.1% | $6,401-67.6% |
| Admin fee / account holder | $21,989 | $11,570+90.0% | $10,009+119.7% | $11,431+92.4% |