Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,793 | $88,815-28.2% | $81,882-22.1% | $145,897-56.3% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 10.38% | 1033.75%-1023.4pp | 779.47%-769.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $191 | $3,086-93.8% | $2,916-93.4% | $4,663-95.9% |
| Participant deferral / active EE | $6,252 | $4,647+34.5% | $4,323+44.6% | $6,689-6.5% |
| Admin fee / account holder | $2,431 | $8,434-71.2% | $7,360-67.0% | $13,390-81.8% |