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 | $131,074 | $138,078-5.1% | $125,363+4.6% | $134,509-2.6% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -18.40% | 750.49%-768.9pp | 572.15%-590.6pp | 418.13%-436.5pp |
| Employer contribution / active EE | $2,212 | $5,245-57.8% | $4,815-54.1% | $4,741-53.3% |
| Participant deferral / active EE | $1,883 | $7,800-75.9% | $7,447-74.7% | $6,400-70.6% |
| Admin fee / account holder | $605 | $11,566-94.8% | $10,005-94.0% | $11,427-94.7% |