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 | $115,060 | $183,978-37.5% | $162,171-29.1% | $152,885-24.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 38.90% | 150.78%-111.9pp | 115.60%-76.7pp | 345.39%-306.5pp |
| Employer contribution / active EE | $1,589 | $6,370-75.1% | $5,613-71.7% | $4,763-66.6% |
| Participant deferral / active EE | $2,250 | $8,033-72.0% | $7,297-69.2% | $5,851-61.5% |
| Admin fee / account holder | $1,846 | $13,122-85.9% | $10,843-83.0% | $11,598-84.1% |