Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $169,621 | $102,595+65.3% | $94,057+80.3% | $154,746+9.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 16.23% | 583.42%-567.2pp | 480.62%-464.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $15 | $3,147-99.5% | $2,933-99.5% | $4,379-99.6% |
| Participant deferral / active EE | $7,728 | $5,118+51.0% | $4,709+64.1% | $6,730+14.8% |
| Admin fee / account holder | $7,648 | $7,736-1.1% | $7,244+5.6% | $14,365-46.8% |