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 | $43,606 | $108,695-59.9% | $74,722-41.6% | $152,897-71.5% |
| Participation rate | 85.7% | 65.4%+20.4pp | 54.5%+31.3pp | 82.5%+3.3pp |
| Annual return | 24.24% | 114.11%-89.9pp | 753.11%-728.9pp | 345.43%-321.2pp |
| Employer contribution / active EE | $4,643 | $1,504+208.7% | $1,084+328.2% | $4,764-2.5% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,314 | $4,906-73.2% | $3,335-60.6% | $11,599-88.7% |