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 | $174,068 | $88,603+96.5% | $69,890+149.1% | $134,545+29.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -12.10% | 442.93%-455.0pp | 190.84%-202.9pp | 418.37%-430.5pp |
| Employer contribution / active EE | $3,333 | $3,236+3.0% | $2,560+30.2% | $4,742-29.7% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,193 | $10,443-79.0% | $6,267-65.0% | $11,431-80.8% |