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 | $66,336 | $88,702-25.2% | $81,780-18.9% | $145,978-54.6% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.4%+18.9pp | 80.3%+11.0pp |
| Annual return | 9.97% | 1029.12%-1019.2pp | 776.27%-766.3pp | 550.52%-540.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,027 | $4,645+8.2% | $4,321+16.3% | $6,690-24.9% |
| Admin fee / account holder | $9,386 | $8,414+11.5% | $7,384+27.1% | $13,400-30.0% |