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 | $13,336 | $77,638-82.8% | $156,552-91.5% | $62,881-78.8% |
| Participation rate | 97.8% | 71.2%+26.6pp | 84.0%+13.8pp | 69.3%+28.5pp |
| Annual return | 4.68% | 50.33%-45.6pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,408 | $3,444-59.1% | $5,501-74.4% | $2,281-38.3% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $681 | $5,561-87.8% | $13,028-94.8% | $4,296-84.1% |