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 | $194,170 | $190,843+1.7% | $159,981+21.4% | $134,493+44.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.61% | 552.37%-563.0pp | 408.70%-419.3pp | 418.01%-428.6pp |
| Employer contribution / active EE | $599 | $4,993-88.0% | $4,224-85.8% | $4,740-87.4% |
| Participant deferral / active EE | $6,825 | $6,923-1.4% | $6,182+10.4% | $6,400+6.6% |
| Admin fee / account holder | $1,943 | $10,475-81.4% | $8,700-77.7% | $11,425-83.0% |