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 | $51,096 | $175,259-70.8% | $149,723-65.9% | $139,487-63.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 166.82%-150.1pp | 134.50%-117.8pp | 373.84%-357.1pp |
| Employer contribution / active EE | $1,985 | $5,478-63.8% | $4,821-58.8% | $4,755-58.2% |
| Participant deferral / active EE | $1,574 | $6,522-75.9% | $5,682-72.3% | $6,713-76.5% |
| Admin fee / account holder | $705 | $16,158-95.6% | $13,215-94.7% | $11,407-93.8% |