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 | $190,437 | $127,790+49.0% | $106,554+78.7% | $167,553+13.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 25.92% | 33.88%-8.0pp | 26.80%-0.9pp | 478.89%-453.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $10,451 | $5,088+105.4% | $4,398+137.6% | $6,343+64.8% |
| Admin fee / account holder | $1,353 | $11,231-88.0% | $7,408-81.7% | $12,316-89.0% |