Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,979 | $127,779-69.5% | $106,551-63.4% | $167,518-76.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.13% | 33.87%-19.7pp | 26.80%-12.7pp | 478.71%-464.6pp |
| Employer contribution / active EE | $9,691 | $3,427+182.8% | $2,819+243.8% | $4,838+100.3% |
| Participant deferral / active EE | $1,382 | $5,088-72.8% | $4,398-68.6% | $6,342-78.2% |
| Admin fee / account holder | $2,026 | $11,228-82.0% | $7,408-72.6% | $12,312-83.5% |