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 | $17,009 | $53,841-68.4% | $75,731-77.5% | $85,851-80.2% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 18.46% | 24.54%-6.1pp | 104.65%-86.2pp | 318.63%-300.2pp |
| Employer contribution / active EE | $1,358 | $2,017-32.7% | $2,743-50.5% | $2,565-47.1% |
| Participant deferral / active EE | $302 | $2,895-89.6% | $3,820-92.1% | $3,952-92.4% |
| Admin fee / account holder | $2,945 | $3,340-11.8% | $3,620-18.6% | $6,261-53.0% |