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 | $100,875 | $88,815+13.6% | $81,882+23.2% | $145,897-30.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 14.30% | 1033.75%-1019.4pp | 779.47%-765.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,827 | $4,647-39.2% | $4,323-34.6% | $6,689-57.7% |
| Admin fee / account holder | $774 | $8,434-90.8% | $7,360-89.5% | $13,390-94.2% |