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 | $90,964 | $138,076-34.1% | $123,553-26.4% | $135,380-32.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 57.18% | 153.70%-96.5pp | 119.21%-62.0pp | 519.81%-462.6pp |
| Employer contribution / active EE | $8,111 | $5,152+57.4% | $4,628+75.3% | $4,779+69.7% |
| Participant deferral / active EE | $2,054 | $6,800-69.8% | $6,426-68.0% | $5,609-63.4% |
| Admin fee / account holder | $3,650 | $10,917-66.6% | $9,284-60.7% | $10,828-66.3% |