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 | $193,548 | $85,766+125.7% | $136,298+42.0% | $70,126+176.0% |
| Participation rate | 78.1% | 74.2%+4.0pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 17.50% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,760 | $5,051+33.8% | $6,247+8.2% | $3,332+102.9% |
| Admin fee / account holder | $5,791 | $5,421+6.8% | $9,244-37.4% | $4,645+24.7% |