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 | $83,660 | $45,872+82.4% | $77,100+8.5% | $68,490+22.1% |
| Participation rate | 97.6% | 55.9%+41.6pp | 67.9%+29.6pp | 67.9%+29.7pp |
| Annual return | -1.46% | 1.73%-3.2pp | 42.35%-43.8pp | -7.85%+6.4pp |
| Employer contribution / active EE | $7,997 | $1,650+384.8% | $2,815+184.1% | $2,597+208.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,338 | $3,041+371.5% | $5,443+163.4% | $5,403+165.4% |