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 | $17,069 | $183,516-90.7% | $155,534-89.0% | $145,884-88.3% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 10.88% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,899 | $6,467-39.7% | $5,630-30.8% | $6,690-41.7% |
| Admin fee / account holder | $746 | $19,293-96.1% | $15,900-95.3% | $13,392-94.4% |