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 | $201,886 | $180,466+11.9% | $154,114+31.0% | $135,382+49.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.09% | 888.15%-893.2pp | 735.16%-740.3pp | 519.77%-524.9pp |
| Employer contribution / active EE | $15,405 | $6,035+155.3% | $5,298+190.8% | $4,779+222.4% |
| Participant deferral / active EE | $380 | $5,806-93.5% | $5,081-92.5% | $5,609-93.2% |
| Admin fee / account holder | $3,433 | $16,144-78.7% | $13,411-74.4% | $10,829-68.3% |