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 | $39,268 | $183,988-78.7% | $162,177-75.8% | $152,897-74.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.98% | 150.79%-128.8pp | 115.60%-93.6pp | 345.43%-323.5pp |
| Employer contribution / active EE | $585 | $6,370-90.8% | $5,613-89.6% | $4,764-87.7% |
| Participant deferral / active EE | $13,778 | $8,032+71.5% | $7,297+88.8% | $5,851+135.5% |
| Admin fee / account holder | $1,890 | $13,123-85.6% | $10,843-82.6% | $11,599-83.7% |