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 | $9,309 | $54,355-82.9% | $82,744-88.7% | $68,486-86.4% |
| Participation rate | 79.5% | 63.9%+15.6pp | 72.6%+6.9pp | 67.9%+11.6pp |
| Annual return | -4.22% | -13.67%+9.4pp | 702.22%-706.4pp | -7.85%+3.6pp |
| Employer contribution / active EE | $414 | $2,219-81.3% | $3,008-86.2% | $2,597-84.1% |
| Participant deferral / active EE | $534 | $3,246-83.5% | $4,395-87.8% | $4,028-86.7% |
| Admin fee / account holder | $1,909 | $4,397-56.6% | $5,325-64.1% | $5,404-64.7% |