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 | $66,343 | $58,241+13.9% | $81,780-18.9% | $80,911-18.0% |
| Participation rate | 97.1% | 63.4%+33.6pp | 72.4%+24.7pp | 67.6%+29.4pp |
| Annual return | 14.05% | 41.73%-27.7pp | 776.27%-762.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,142 | $3,283+117.6% | $4,321+65.3% | $4,297+66.2% |
| Admin fee / account holder | $1,560 | $4,973-68.6% | $7,384-78.9% | $6,935-77.5% |