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 | $107,289 | $202,345-47.0% | $172,755-37.9% | $152,885-29.8% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.5%-9.1pp |
| Annual return | 23.68% | 1029.77%-1006.1pp | 802.94%-779.3pp | 345.39%-321.7pp |
| Employer contribution / active EE | $1,091 | $5,858-81.4% | $5,144-78.8% | $4,763-77.1% |
| Participant deferral / active EE | $2,582 | $5,948-56.6% | $5,198-50.3% | $5,851-55.9% |
| Admin fee / account holder | $3,674 | $17,111-78.5% | $13,955-73.7% | $11,598-68.3% |