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 | $215,014 | $171,272+25.5% | $127,803+68.2% | $152,885+40.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 19.98% | 23.54%-3.6pp | 26.14%-6.2pp | 345.39%-325.4pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,857 | $7,043-2.6% | $6,023+13.8% | $5,851+17.2% |
| Admin fee / account holder | $16,708 | $14,540+14.9% | $9,399+77.8% | $11,598+44.1% |