Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,995 | $102,385-69.7% | $147,080-78.9% | $80,935-61.7% |
| Participation rate | 90.6% | 75.9%+14.7pp | 82.2%+8.4pp | 67.7%+22.9pp |
| Annual return | 14.26% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,125 | $3,717-69.7% | $4,933-77.2% | $2,757-59.2% |
| Participant deferral / active EE | $1,790 | $6,651-73.1% | $8,066-77.8% | $4,299-58.4% |
| Admin fee / account holder | $1,801 | $7,951-77.3% | $12,989-86.1% | $6,924-74.0% |