Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,024 | $134,817-80.0% | $123,973-78.2% | $155,188-82.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.71% | 515.49%-501.8pp | 388.13%-374.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $9,425 | $4,425+113.0% | $4,126+128.4% | $4,248+121.9% |
| Participant deferral / active EE | $1,435 | $5,706-74.9% | $5,247-72.7% | $6,531-78.0% |
| Admin fee / account holder | $1,090 | $13,245-91.8% | $11,799-90.8% | $14,480-92.5% |