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 | $41,298 | $150,447-72.5% | $136,298-69.7% | $147,586-72.0% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 14.08% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $151 | $5,256-97.1% | $4,696-96.8% | $4,876-96.9% |
| Participant deferral / active EE | $8,741 | $6,631+31.8% | $6,247+39.9% | $5,439+60.7% |
| Admin fee / account holder | $15,058 | $10,906+38.1% | $9,244+62.9% | $10,886+38.3% |