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 | $56,896 | $100,139-43.2% | $85,187-33.2% | $145,884-61.0% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.0pp | 80.3%-1.7pp |
| Annual return | 11.47% | 84.15%-72.7pp | 66.67%-55.2pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,263 | $5,296+56.0% | $4,525+82.6% | $6,690+23.5% |
| Admin fee / account holder | $11,384 | $7,262+56.8% | $6,162+84.7% | $13,392-15.0% |