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 | $24,396 | $176,120-86.1% | $159,487-84.7% | $167,553-85.4% |
| Participation rate | 77.3% | 85.0%-7.7pp | 82.8%-5.6pp | 82.1%-4.8pp |
| Annual return | 26.52% | 331.95%-305.4pp | 263.71%-237.2pp | 478.89%-452.4pp |
| Employer contribution / active EE | $443 | $5,299-91.6% | $4,831-90.8% | $4,840-90.8% |
| Participant deferral / active EE | $3,392 | $7,752-56.2% | $7,354-53.9% | $6,343-46.5% |
| Admin fee / account holder | $966 | $12,561-92.3% | $10,804-91.1% | $12,316-92.2% |