Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $200,619 | $196,972+1.9% | $182,262+10.1% | $198,609+1.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.22% | 158.27%-139.1pp | 140.60%-121.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,339 | $5,364-75.0% | $5,046-73.5% | $5,055-73.5% |
| Participant deferral / active EE | $13,917 | $8,643+61.0% | $8,276+68.1% | $6,977+99.5% |
| Admin fee / account holder | $2,155 | $18,429-88.3% | $16,712-87.1% | $19,030-88.7% |