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.
Participant 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 | $90,916 | $142,392-36.2% | $119,622-24.0% | $134,532-32.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.10% | -12.46%-5.6pp | -14.98%-3.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,088 | $5,224-60.0% | $4,232-50.7% | $4,741-56.0% |
| Participant deferral / active EE | $1,047 | $6,467-83.8% | $5,601-81.3% | $6,401-83.6% |
| Admin fee / account holder | $6,464 | $13,593-52.4% | $10,328-37.4% | $11,429-43.4% |