Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,925 | $106,247-88.8% | $96,515-87.6% | $139,466-91.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.21% | 38.47%-26.3pp | 35.73%-23.5pp | 373.66%-361.5pp |
| Employer contribution / active EE | $7,927 | $4,106+93.1% | $3,740+112.0% | $4,754+66.7% |
| Participant deferral / active EE | $473 | $5,456-91.3% | $4,880-90.3% | $6,712-92.9% |
| Admin fee / account holder | $3,260 | $7,885-58.7% | $6,735-51.6% | $11,409-71.4% |