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 | $196,126 | $217,432-9.8% | $185,851+5.5% | $167,553+17.1% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 22.06% | 148.43%-126.4pp | 122.11%-100.0pp | 478.89%-456.8pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,111 | $6,357+59.1% | $5,569+81.6% | $6,343+59.4% |
| Admin fee / account holder | $16,695 | $19,820-15.8% | $16,245+2.8% | $12,316+35.6% |