Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $60,065 | $72,071-16.7% | $68,368-12.1% | $137,256-56.2% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 13.24% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,099 | $4,410+38.3% | $4,123+47.9% | $6,407-4.8% |
| Admin fee / account holder | $2,495 | $5,336-53.2% | $5,150-51.5% | $12,270-79.7% |