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 | $101,185 | $47,479+113.1% | $62,929+60.8% | $82,448+22.7% |
| Participation rate | 84.0% | 66.9%+17.1pp | 73.1%+10.9pp | 68.1%+15.9pp |
| Annual return | 14.85% | 20.34%-5.5pp | 1063.93%-1049.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,382 | $2,870+192.0% | $3,888+115.6% | $4,139+102.5% |
| Admin fee / account holder | $3,808 | $3,804+0.1% | $5,065-24.8% | $7,234-47.4% |