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 | $68,441 | $81,870-16.4% | $119,634-42.8% | $68,490-0.1% |
| Participation rate | 98.0% | 71.9%+26.1pp | 79.3%+18.7pp | 67.9%+30.1pp |
| Annual return | -7.90% | -23.82%+15.9pp | -14.98%+7.1pp | -7.85%0pp |
| Employer contribution / active EE | $5,399 | $2,692+100.6% | $4,232+27.6% | $2,597+107.9% |
| Participant deferral / active EE | $962 | $4,148-76.8% | $5,601-82.8% | $4,028-76.1% |
| Admin fee / account holder | $61,624 | $6,583+836.1% | $10,329+496.6% | $5,403+1040.6% |