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 | $127,621 | $160,059-20.3% | $140,019-8.9% | $135,380-5.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.94% | 911.48%-905.5pp | 651.17%-645.2pp | 519.81%-513.9pp |
| Employer contribution / active EE | $6,891 | $6,420+7.3% | $5,605+22.9% | $4,779+44.2% |
| Participant deferral / active EE | $1,129 | $7,641-85.2% | $6,927-83.7% | $5,609-79.9% |
| Admin fee / account holder | $462 | $13,328-96.5% | $10,705-95.7% | $10,828-95.7% |