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 | $80,075 | $70,366+13.8% | $66,674+20.1% | $138,895-42.3% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.7%+21.3pp | 79.9%+15.1pp |
| Annual return | 15.99% | 386.41%-370.4pp | 321.24%-305.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,347 | $4,374+45.1% | $4,084+55.4% | $6,396-0.8% |
| Admin fee / account holder | $3,211 | $5,262-39.0% | $5,098-37.0% | $12,562-74.4% |