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 | $47,952 | $61,816-22.4% | $97,260-50.7% | $80,935-40.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 23.55% | -558.73%+582.3pp | 75.54%-52.0pp | 35.66%-12.1pp |
| Employer contribution / active EE | $946 | $1,836-48.5% | $2,721-65.2% | $2,757-65.7% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,262-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,465 | $5,166-71.6% | $5,640-74.0% | $6,924-78.8% |