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 | $160,605 | $176,120-8.8% | $159,487+0.7% | $167,553-4.1% |
| Participation rate | 78.3% | 85.0%-6.7pp | 82.8%-4.6pp | 82.1%-3.9pp |
| Annual return | 14.53% | 331.95%-317.4pp | 263.71%-249.2pp | 478.89%-464.4pp |
| Employer contribution / active EE | $234 | $5,299-95.6% | $4,831-95.1% | $4,840-95.2% |
| Participant deferral / active EE | $10,289 | $7,752+32.7% | $7,354+39.9% | $6,343+62.2% |
| Admin fee / account holder | $1,506 | $12,561-88.0% | $10,804-86.1% | $12,316-87.8% |