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 | $56,329 | $54,320+3.7% | $67,652-16.7% | $52,331+7.6% |
| Participation rate | 94.2% | 73.6%+20.6pp | 75.7%+18.6pp | 68.1%+26.1pp |
| Annual return | 1.66% | 6.81%-5.1pp | 6625.40%-6623.7pp | 4.54%-2.9pp |
| Employer contribution / active EE | $3,667 | $1,544+137.6% | $2,266+61.9% | $1,882+94.9% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1,436 | $527+172.7% | $4,821-70.2% | $592+142.8% |