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 | $138,975 | $202,342-31.3% | $172,752-19.6% | $152,897-9.1% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 17.93% | 1029.83%-1011.9pp | 802.97%-785.0pp | 345.43%-327.5pp |
| Employer contribution / active EE | $175 | $5,858-97.0% | $5,144-96.6% | $4,764-96.3% |
| Participant deferral / active EE | $2,979 | $5,948-49.9% | $5,198-42.7% | $5,851-49.1% |
| Admin fee / account holder | $63,298 | $17,111+269.9% | $13,955+353.6% | $11,599+445.7% |