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 | $94,685 | $209,425-54.8% | $178,499-47.0% | $158,966-40.4% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 19.02% | 188.80%-169.8pp | 151.10%-132.1pp | 302.95%-283.9pp |
| Employer contribution / active EE | $789 | $5,707-86.2% | $5,011-84.3% | $4,762-83.4% |
| Participant deferral / active EE | $2,964 | $5,955-50.2% | $5,202-43.0% | $5,983-50.5% |
| Admin fee / account holder | $993 | $17,078-94.2% | $13,986-92.9% | $11,250-91.2% |