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 | $69,701 | $183,592-62.0% | $155,567-55.2% | $145,959-52.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.95% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $621 | $5,315-88.3% | $4,674-86.7% | $4,661-86.7% |
| Participant deferral / active EE | $12,634 | $6,464+95.4% | $5,628+124.5% | $6,689+88.9% |
| Admin fee / account holder | $336 | $19,318-98.3% | $15,916-97.9% | $13,398-97.5% |