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 | $78,507 | $70,366+11.6% | $66,674+17.7% | $138,895-43.5% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 17.35% | 386.41%-369.1pp | 321.24%-303.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,667 | $4,374+29.6% | $4,084+38.8% | $6,396-11.4% |
| Admin fee / account holder | $1,078 | $5,262-79.5% | $5,098-78.9% | $12,562-91.4% |