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 | $100,503 | $160,028-37.2% | $147,080-31.7% | $145,884-31.1% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 12.27% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $10,228 | $5,286+93.5% | $4,933+107.3% | $4,662+119.4% |
| Participant deferral / active EE | $1,962 | $8,422-76.7% | $8,066-75.7% | $6,690-70.7% |
| Admin fee / account holder | $1,036 | $15,030-93.1% | $12,989-92.0% | $13,392-92.3% |