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 | $125,019 | $54,357+130.0% | $82,706+51.2% | $68,495+82.5% |
| Participation rate | 85.7% | 63.9%+21.8pp | 72.6%+13.2pp | 67.9%+17.8pp |
| Annual return | -15.82% | -13.67%-2.2pp | 701.76%-717.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $9,022 | $2,218+306.7% | $3,007+200.0% | $2,596+247.5% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,962 | $4,396+149.4% | $5,329+105.7% | $5,403+102.9% |