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 | $51,257 | $70,366-27.2% | $66,674-23.1% | $138,895-63.1% |
| Participation rate | 77.3% | 76.2%+1.1pp | 73.7%+3.6pp | 79.9%-2.6pp |
| Annual return | 16.70% | 386.41%-369.7pp | 321.24%-304.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,953 | $4,374-9.6% | $4,084-3.2% | $6,396-38.2% |
| Admin fee / account holder | $2,273 | $5,262-56.8% | $5,098-55.4% | $12,562-81.9% |