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.
Employer 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 | $110,873 | $129,737-14.5% | $119,126-6.9% | $154,746-28.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.42% | 379.08%-359.7pp | 282.11%-262.7pp | 172.34%-152.9pp |
| Employer contribution / active EE | $951 | $4,375-78.3% | $4,034-76.4% | $4,379-78.3% |
| Participant deferral / active EE | $5,453 | $5,842-6.7% | $5,318+2.5% | $6,730-19.0% |
| Admin fee / account holder | $455 | $11,961-96.2% | $10,693-95.7% | $14,365-96.8% |