Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,723 | $85,060-90.9% | $70,565-89.1% | $139,487-94.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 16.67% | 30.39%-13.7pp | 32.79%-16.1pp | 373.84%-357.2pp |
| Employer contribution / active EE | $1,423 | $3,912-63.6% | $2,976-52.2% | $4,755-70.1% |
| Participant deferral / active EE | $635 | $5,891-89.2% | $4,568-86.1% | $6,713-90.5% |
| Admin fee / account holder | $351 | $8,932-96.1% | $6,430-94.5% | $11,407-96.9% |