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 | $78,568 | $37,117+111.7% | $147,617-46.8% | $55,191+42.4% |
| Participation rate | 92.6% | 63.6%+29.0pp | 84.6%+8.0pp | 69.2%+23.4pp |
| Annual return | 0.28% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $231 | $1,985-88.4% | $4,895-95.3% | $3,046-92.4% |
| Admin fee / account holder | $2,359 | $86+2656.7% | $11,612-79.7% | $91+2498.4% |