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 | $177,539 | $202,342-12.3% | $172,752+2.8% | $152,897+16.1% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 19.97% | 1029.83%-1009.9pp | 802.97%-783.0pp | 345.43%-325.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,480 | $5,948+42.6% | $5,198+63.2% | $5,851+44.9% |
| Admin fee / account holder | $18,784 | $17,111+9.8% | $13,955+34.6% | $11,599+61.9% |