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 | $100,349 | $65,440+53.3% | $98,506+1.9% | $85,851+16.9% |
| Participation rate | 97.4% | 65.0%+32.4pp | 73.3%+24.0pp | 69.3%+28.0pp |
| Annual return | 19.95% | 21.75%-1.8pp | 1494.92%-1475.0pp | 318.63%-298.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,562 | $3,168+44.0% | $4,277+6.7% | $3,952+15.4% |
| Admin fee / account holder | $4,885 | $4,596+6.3% | $5,955-18.0% | $6,261-22.0% |