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 | $47,884 | $102,422-53.2% | $147,117-67.5% | $80,959-40.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.43% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,476 | $3,717-60.3% | $4,932-70.1% | $2,757-46.5% |
| Participant deferral / active EE | $1,681 | $6,652-74.7% | $8,065-79.2% | $4,300-60.9% |
| Admin fee / account holder | $724 | $7,953-90.9% | $12,993-94.4% | $6,925-89.5% |