Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,981 | $51,184-16.0% | $66,439-35.3% | $86,983-50.6% |
| Participation rate | 74.1% | 68.5%+5.6pp | 74.5%-0.4pp | 69.5%+4.5pp |
| Annual return | 12.81% | 17.07%-4.3pp | 757.66%-744.8pp | 25.83%-13.0pp |
| Employer contribution / active EE | $953 | $2,023-52.9% | $2,637-63.9% | $2,584-63.1% |
| Participant deferral / active EE | $891 | $2,927-69.6% | $3,876-77.0% | $4,194-78.7% |
| Admin fee / account holder | $371 | $4,154-91.1% | $6,173-94.0% | $7,856-95.3% |