Sign up free to preview peer percentile detail
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 | $75,044 | $102,385-26.7% | $147,080-49.0% | $80,935-7.3% |
| Participation rate | 73.7% | 75.9%-2.2pp | 82.2%-8.5pp | 67.7%+6.0pp |
| Annual return | 15.36% | 135.09%-119.7pp | 420.17%-404.8pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,021 | $6,651+110.8% | $8,066+73.8% | $4,299+226.1% |
| Admin fee / account holder | $8,760 | $7,951+10.2% | $12,989-32.6% | $6,924+26.5% |