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 | $62,243 | $138,076-54.9% | $123,553-49.6% | $135,380-54.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.90% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,686 | $5,152-28.4% | $4,628-20.4% | $4,779-22.9% |
| Participant deferral / active EE | $2,060 | $6,800-69.7% | $6,426-67.9% | $5,609-63.3% |
| Admin fee / account holder | $670 | $10,917-93.9% | $9,284-92.8% | $10,828-93.8% |