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 | $56,457 | $53,063+6.4% | $124,206-54.5% | $82,637-31.7% |
| Participation rate | 96.0% | 58.4%+37.6pp | 69.6%+26.4pp | 68.1%+27.9pp |
| Annual return | 16.70% | 68.87%-52.2pp | 515.27%-498.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,167 | $2,644+171.1% | $3,968+80.6% | $4,126+73.7% |
| Admin fee / account holder | $843 | $4,281-80.3% | $5,929-85.8% | $7,339-88.5% |