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 | $82,098 | $162,136-49.4% | $152,301-46.1% | $154,746-46.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 54.98% | 91.02%-36.0pp | 80.50%-25.5pp | 172.34%-117.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,852 | $8,341-53.8% | $8,004-51.9% | $6,730-42.8% |
| Admin fee / account holder | $1,537 | $15,759-90.3% | $14,398-89.3% | $14,365-89.3% |