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 | $148,059 | $176,077-15.9% | $159,455-7.1% | $167,518-11.6% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 11.13% | 331.83%-320.7pp | 263.63%-252.5pp | 478.71%-467.6pp |
| Employer contribution / active EE | $1,936 | $5,298-63.5% | $4,830-59.9% | $4,838-60.0% |
| Participant deferral / active EE | $1,909 | $7,751-75.4% | $7,353-74.0% | $6,342-69.9% |
| Admin fee / account holder | $806 | $12,556-93.6% | $10,800-92.5% | $12,312-93.5% |