Sign up free to preview peer percentile detail
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 | $77,298 | $114,013-32.2% | $103,693-25.5% | $155,188-50.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.70% | 49.31%-39.6pp | 47.61%-37.9pp | 148.84%-139.1pp |
| Employer contribution / active EE | $37,194 | $3,131+1087.8% | $2,920+1173.6% | $4,248+775.6% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $337 | $8,407-96.0% | $7,858-95.7% | $14,480-97.7% |