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 | $10,830 | $27,632-60.8% | $61,452-82.4% | $68,486-84.2% |
| Participation rate | 83.0% | 39.5%+43.5pp | 52.6%+30.4pp | 67.9%+15.1pp |
| Annual return | -17.08% | -13.24%-3.8pp | 338.96%-356.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,415 | $696+103.4% | $1,160+22.0% | $2,597-45.5% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $526 | $2,010-73.9% | $2,131-75.3% | $5,404-90.3% |