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 | $33,981 | $90,467-62.4% | $93,759-63.8% | $134,532-74.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -14.57% | -15.72%+1.1pp | -11.33%-3.2pp | 418.27%-432.8pp |
| Employer contribution / active EE | $5,037 | $4,345+15.9% | $4,324+16.5% | $4,741+6.2% |
| Participant deferral / active EE | $0 | $5,980-100.0% | $6,096-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,417 | $9,258-84.7% | $7,197-80.3% | $11,429-87.6% |