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 | $54,357-82.9% | $82,706-88.7% | $68,495-86.4% |
| Participation rate | 79.5% | 63.9%+15.6pp | 72.6%+6.9pp | 67.9%+11.6pp |
| Annual return | -4.22% | -13.67%+9.4pp | 701.76%-706.0pp | -7.84%+3.6pp |
| Employer contribution / active EE | $414 | $2,218-81.3% | $3,007-86.2% | $2,596-84.1% |
| Participant deferral / active EE | $534 | $3,246-83.5% | $4,394-87.8% | $4,028-86.7% |
| Admin fee / account holder | $1,909 | $4,396-56.6% | $5,329-64.2% | $5,403-64.7% |