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 | $116,442 | $90,530+28.6% | $76,030+53.2% | $145,897-20.2% |
| Participation rate | 83.3% | 74.4%+8.9pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 14.26% | 625.08%-610.8pp | 361.54%-347.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,968 | $5,164+93.0% | $4,257+134.1% | $6,689+49.0% |
| Admin fee / account holder | $20,974 | $8,383+150.2% | $6,421+226.7% | $13,390+56.6% |