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 | $205,276 | $183,539+11.8% | $155,556+32.0% | $145,897+40.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.19% | 61.31%-52.1pp | 64.84%-55.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $573 | $5,315-89.2% | $4,675-87.7% | $4,663-87.7% |
| Participant deferral / active EE | $8,287 | $6,467+28.2% | $5,631+47.2% | $6,689+23.9% |
| Admin fee / account holder | $1,243 | $19,275-93.6% | $15,885-92.2% | $13,390-90.7% |