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 | $189,053 | $129,737+45.7% | $119,126+58.7% | $154,746+22.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.98% | 379.08%-358.1pp | 282.11%-261.1pp | 172.34%-151.4pp |
| Employer contribution / active EE | $836 | $4,375-80.9% | $4,034-79.3% | $4,379-80.9% |
| Participant deferral / active EE | $6,967 | $5,842+19.3% | $5,318+31.0% | $6,730+3.5% |
| Admin fee / account holder | $8,596 | $11,961-28.1% | $10,693-19.6% | $14,365-40.2% |