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 | $186,059 | $177,353+4.9% | $158,226+17.6% | $198,609-6.3% |
| Participation rate | 86.7% | 77.0%+9.6pp | 74.8%+11.8pp | 82.4%+4.3pp |
| Annual return | 15.33% | 599.50%-584.2pp | 501.41%-486.1pp | 202.70%-187.4pp |
| Employer contribution / active EE | $4,071 | $3,239+25.7% | $2,986+36.4% | $5,055-19.5% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,912 | $10,960-82.6% | $10,217-81.3% | $19,030-90.0% |