Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,920 | $100,147-60.1% | $81,286-50.9% | $145,877-72.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 25.06% | 34.44%-9.4pp | 24.80%+0.3pp | 551.28%-526.2pp |
| Employer contribution / active EE | $500 | $2,977-83.2% | $2,463-79.7% | $4,663-89.3% |
| Participant deferral / active EE | $868 | $4,607-81.2% | $3,883-77.6% | $6,691-87.0% |
| Admin fee / account holder | $6,411 | $8,201-21.8% | $5,764+11.2% | $13,402-52.2% |