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 | $189,046 | $102,663+84.1% | $86,216+119.3% | $139,466+35.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.83% | 1924.52%-1907.7pp | 1169.42%-1152.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $6,421 | $3,035+111.6% | $2,382+169.6% | $4,754+35.1% |
| Participant deferral / active EE | $630 | $4,677-86.5% | $3,986-84.2% | $6,712-90.6% |
| Admin fee / account holder | $2,824 | $8,663-67.4% | $6,853-58.8% | $11,409-75.2% |