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 | $50,751 | $183,988-72.4% | $162,177-68.7% | $152,897-66.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 31.62% | 150.79%-119.2pp | 115.60%-84.0pp | 345.43%-313.8pp |
| Employer contribution / active EE | $991 | $6,370-84.5% | $5,613-82.4% | $4,764-79.2% |
| Participant deferral / active EE | $8,210 | $8,032+2.2% | $7,297+12.5% | $5,851+40.3% |
| Admin fee / account holder | $654 | $13,123-95.0% | $10,843-94.0% | $11,599-94.4% |