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 | $41,395 | $91,179-54.6% | $178,499-76.8% | $79,852-48.2% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 40.86% | 24.19%+16.7pp | 151.10%-110.2pp | 31.72%+9.1pp |
| Employer contribution / active EE | $1,216 | $3,256-62.6% | $5,011-75.7% | $2,471-50.8% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,215 | $6,749-82.0% | $13,986-91.3% | $5,306-77.1% |