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 | $57,032 | $109,872-48.1% | $98,483-42.1% | $167,536-66.0% |
| Participation rate | 72.2% | 75.8%-3.6pp | 73.3%-1.1pp | 82.1%-9.9pp |
| Annual return | 13.59% | 1959.31%-1945.7pp | 1494.38%-1480.8pp | 478.82%-465.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,515 | $4,673-67.6% | $4,276-64.6% | $6,342-76.1% |
| Admin fee / account holder | $6,146 | $6,757-9.0% | $5,953+3.2% | $12,315-50.1% |