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 | $140,956 | $108,897+29.4% | $100,378+40.4% | $145,877-3.4% |
| Participation rate | 92.9% | 83.0%+9.9pp | 81.5%+11.3pp | 80.3%+12.6pp |
| Annual return | 14.06% | 58.17%-44.1pp | 49.41%-35.4pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,616 | $8,455+25.6% | $8,087+31.3% | $6,691+58.7% |
| Admin fee / account holder | $2,869 | $9,690-70.4% | $7,899-63.7% | $13,402-78.6% |