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 | $133,287 | $166,268-19.8% | $165,100-19.3% | $145,897-8.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.57% | 100.52%-89.9pp | 70.21%-59.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $68 | $5,284-98.7% | $4,348-98.4% | $4,663-98.5% |
| Participant deferral / active EE | $3,657 | $6,964-47.5% | $6,035-39.4% | $6,689-45.3% |
| Admin fee / account holder | $13,358 | $16,659-19.8% | $12,696+5.2% | $13,390-0.2% |