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 | $132,726 | $175,231-24.3% | $149,696-11.3% | $139,466-4.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.86% | 166.77%-152.9pp | 134.46%-120.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $1,061 | $5,478-80.6% | $4,821-78.0% | $4,754-77.7% |
| Participant deferral / active EE | $3,836 | $6,521-41.2% | $5,682-32.5% | $6,712-42.9% |
| Admin fee / account holder | $4,981 | $16,155-69.2% | $13,212-62.3% | $11,409-56.3% |