Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $125,015 | $158,852-21.3% | $121,220+3.1% | $135,379-7.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -1.93% | -0.64%-1.3pp | 16.94%-18.9pp | 519.79%-521.7pp |
| Employer contribution / active EE | $11,500 | $5,666+103.0% | $4,023+185.9% | $4,779+140.6% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $425 | $6,515-93.5% | $5,021-91.5% | $10,828-96.1% |