Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $88,311 | $176,077-49.8% | $159,455-44.6% | $167,518-47.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.20% | 331.83%-321.6pp | 263.63%-253.4pp | 478.71%-468.5pp |
| Employer contribution / active EE | $881 | $5,298-83.4% | $4,830-81.8% | $4,838-81.8% |
| Participant deferral / active EE | $9,053 | $7,751+16.8% | $7,353+23.1% | $6,342+42.8% |
| Admin fee / account holder | $5,230 | $12,556-58.4% | $10,800-51.6% | $12,312-57.5% |