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 | $81,068 | $159,978-49.3% | $147,041-44.9% | $145,978-44.5% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 12.00% | 98.36%-86.4pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,417 | $8,429+11.7% | $8,071+16.7% | $6,690+40.8% |
| Admin fee / account holder | $8,626 | $15,053-42.7% | $13,006-33.7% | $13,400-35.6% |