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 | $46,936 | $69,977-32.9% | $108,582-56.8% | $62,881-25.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 10.34% | 10.73%-0.4pp | -51.70%+62.0pp | 20.14%-9.8pp |
| Employer contribution / active EE | $4,000 | $2,135+87.4% | $3,758+6.4% | $2,281+75.4% |
| Participant deferral / active EE | $1,134 | $3,165-64.2% | $4,311-73.7% | $3,203-64.6% |
| Admin fee / account holder | $530 | $5,076-89.6% | $7,645-93.1% | $4,296-87.7% |