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 | $209,473 | $180,749+15.9% | $160,784+30.3% | $137,256+52.6% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.0%-7.0pp | 80.0%-10.0pp |
| Annual return | 12.15% | 2234.46%-2222.3pp | 1803.92%-1791.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $397 | $4,155-90.5% | $3,733-89.4% | $4,156-90.5% |
| Participant deferral / active EE | $3,568 | $6,844-47.9% | $6,293-43.3% | $6,407-44.3% |
| Admin fee / account holder | $1,000 | $10,397-90.4% | $9,717-89.7% | $12,270-91.9% |