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 | $131,674 | $150,447-12.5% | $136,298-3.4% | $147,586-10.8% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 16.34% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.3pp |
| Employer contribution / active EE | $100 | $5,256-98.1% | $4,696-97.9% | $4,876-97.9% |
| Participant deferral / active EE | $8,424 | $6,631+27.1% | $6,247+34.8% | $5,439+54.9% |
| Admin fee / account holder | $9,506 | $10,906-12.8% | $9,244+2.8% | $10,886-12.7% |