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 | $35,766 | $59,804-40.2% | $81,982-56.4% | $79,856-55.2% |
| Participation rate | 81.3% | 61.6%+19.6pp | 69.3%+12.0pp | 69.6%+11.6pp |
| Annual return | 18.07% | 17.56%+0.5pp | 41.31%-23.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,262 | $1,713-26.4% | $2,498-49.5% | $2,471-48.9% |
| Participant deferral / active EE | $892 | $2,695-66.9% | $3,722-76.0% | $3,741-76.1% |
| Admin fee / account holder | $1,337 | $4,288-68.8% | $5,665-76.4% | $5,306-74.8% |