Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,909 | $160,070-73.2% | $147,117-70.8% | $145,897-70.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.17% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,238 | $5,285-76.6% | $4,932-74.9% | $4,663-73.4% |
| Participant deferral / active EE | $1,887 | $8,419-77.6% | $8,065-76.6% | $6,689-71.8% |
| Admin fee / account holder | $6,121 | $15,035-59.3% | $12,993-52.9% | $13,390-54.3% |