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 | $99,935 | $71,230+40.3% | $93,727+6.6% | $80,959+23.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.14% | 11.26%-1.1pp | 133.83%-123.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $3,864 | $1,565+146.9% | $2,421+59.6% | $2,757+40.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,186 | $6,961-68.6% | $8,292-73.6% | $6,925-68.4% |