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 | $49,277 | $52,678-6.5% | $75,784-35.0% | $59,633-17.4% |
| Participation rate | 80.6% | 67.2%+13.4pp | 75.8%+4.8pp | 68.7%+12.0pp |
| Annual return | -1.94% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $7,611 | $2,193+247.0% | $3,323+129.0% | $2,203+245.6% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,851 | $3,610+6.7% | $5,300-27.3% | $4,297-10.4% |