Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,820 | $108,942-71.7% | $100,415-69.3% | $145,897-78.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.24% | 58.27%-47.0pp | 49.47%-38.2pp | 552.29%-541.1pp |
| Employer contribution / active EE | $4,553 | $4,422+3.0% | $3,943+15.5% | $4,663-2.4% |
| Participant deferral / active EE | $2,037 | $8,461-75.9% | $8,091-74.8% | $6,689-69.5% |
| Admin fee / account holder | $1,006 | $9,702-89.6% | $7,906-87.3% | $13,390-92.5% |