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 | $25,314 | $104,577-75.8% | $76,667-67.0% | $152,909-83.4% |
| Participation rate | 71.4% | 76.6%-5.2pp | 72.1%-0.7pp | 82.5%-11.0pp |
| Annual return | 48.14% | 1014.36%-966.2pp | 1166.74%-1118.6pp | 345.46%-297.3pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,715 | $4,237-59.5% | $3,336-48.6% | $5,851-70.7% |
| Admin fee / account holder | $857 | $12,290-93.0% | $6,423-86.7% | $11,601-92.6% |