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 | $161,764 | $202,342-20.1% | $172,753-6.4% | $152,909+5.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.75% | 1029.88%-1010.1pp | 803.00%-783.3pp | 345.46%-325.7pp |
| Employer contribution / active EE | $1,025 | $5,857-82.5% | $5,144-80.1% | $4,764-78.5% |
| Participant deferral / active EE | $7,683 | $5,948+29.2% | $5,198+47.8% | $5,851+31.3% |
| Admin fee / account holder | $2,903 | $17,112-83.0% | $13,956-79.2% | $11,601-75.0% |