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 | $193,076 | $167,362+15.4% | $143,799+34.3% | $134,532+43.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.62% | 0.47%-15.1pp | -0.04%-14.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $5,000 | $5,620-11.0% | $4,952+1.0% | $4,741+5.5% |
| Participant deferral / active EE | $2,033 | $6,447-68.5% | $5,638-63.9% | $6,401-68.2% |
| Admin fee / account holder | $3,545 | $18,094-80.4% | $14,677-75.8% | $11,429-69.0% |