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 | $173,505 | $129,737+33.7% | $119,126+45.6% | $154,746+12.1% |
| Participation rate | 73.7% | 78.9%-5.2pp | 75.8%-2.1pp | 80.7%-7.0pp |
| Annual return | 12.35% | 379.08%-366.7pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,974 | $5,842-66.2% | $5,318-62.9% | $6,730-70.7% |
| Admin fee / account holder | $16,343 | $11,961+36.6% | $10,693+52.8% | $14,365+13.8% |