Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $80,129 | $97,732-18.0% | $83,831-4.4% | $135,380-40.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.14% | 1287.56%-1287.4pp | 850.99%-850.8pp | 519.81%-519.7pp |
| Employer contribution / active EE | $4,543 | $4,222+7.6% | $3,631+25.1% | $4,779-4.9% |
| Participant deferral / active EE | $433 | $4,683-90.7% | $4,082-89.4% | $5,609-92.3% |
| Admin fee / account holder | $730 | $6,675-89.1% | $5,479-86.7% | $10,828-93.3% |