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 | $45,080 | $156,398-71.2% | $147,318-69.4% | $138,895-67.5% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 14.88% | 78.75%-63.9pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,368 | $4,853-71.8% | $4,593-70.2% | $4,194-67.4% |
| Participant deferral / active EE | $1,710 | $8,237-79.2% | $7,906-78.4% | $6,396-73.3% |
| Admin fee / account holder | $1,234 | $14,976-91.8% | $13,708-91.0% | $12,562-90.2% |