Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,562 | $172,111-88.6% | $150,298-87.0% | $137,256-85.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 1193.63% | 69.37%+1124.3pp | 62.79%+1130.8pp | 220.34%+973.3pp |
| Employer contribution / active EE | $528 | $4,636-88.6% | $4,154-87.3% | $4,156-87.3% |
| Participant deferral / active EE | $1,973 | $6,166-68.0% | $5,453-63.8% | $6,407-69.2% |
| Admin fee / account holder | $378 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |