Sign up free to preview peer percentile detail
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 | $54,277 | $71,057-23.6% | $93,654-42.0% | $80,874-32.9% |
| Participation rate | 92.9% | 60.4%+32.5pp | 68.7%+24.1pp | 67.6%+25.2pp |
| Annual return | 0.00% | 11.26%-11.3pp | 133.34%-133.3pp | 35.62%-35.6pp |
| Employer contribution / active EE | $8,337 | $1,564+433.1% | $2,421+244.4% | $2,756+202.5% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,408 | $6,944-36.5% | $8,282-46.8% | $6,935-36.4% |