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 | $109,617 | $160,028-31.5% | $147,080-25.5% | $145,884-24.9% |
| Participation rate | 79.2% | 84.0%-4.9pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 11.16% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,625 | $8,422+14.3% | $8,066+19.3% | $6,690+43.9% |
| Admin fee / account holder | $12,402 | $15,030-17.5% | $12,989-4.5% | $13,392-7.4% |