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 | $27,124 | $134,509-79.8% | $15,687+72.9% | $134,509-79.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 58.3%+41.7pp | 81.2%+18.8pp |
| Annual return | 8.07% | 418.13%-410.1pp | -2.17%+10.2pp | 418.13%-410.1pp |
| Employer contribution / active EE | $1,796 | $4,741-62.1% | $1,369+31.2% | $4,741-62.1% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $3,417-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,991 | $11,427-82.6% | $2,942-32.3% | $11,427-82.6% |