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 | $13,583 | $95,959-85.8% | $97,411-86.1% | $138,895-90.2% |
| Participation rate | 83.3% | 81.8%+1.5pp | 80.4%+3.0pp | 79.9%+3.4pp |
| Annual return | 15.32% | 29.30%-14.0pp | 34.72%-19.4pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $287 | $5,876-95.1% | $5,886-95.1% | $6,396-95.5% |
| Admin fee / account holder | $1,385 | $7,555-81.7% | $7,145-80.6% | $12,562-89.0% |