Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,231 | $132,326-71.1% | $60,906-37.2% | - |
| Participation rate | 78.8% | 75.5%+3.3pp | 73.1%+5.7pp | - |
| Annual return | 19.72% | -10.03%+29.7pp | 16.94%+2.8pp | - |
| Employer contribution / active EE | $0 | $2,503-100.0% | $2,703-100.0% | - |
| Participant deferral / active EE | $782 | $3,755-79.2% | $3,814-79.5% | - |
| Admin fee / account holder | $538 | $9,381-94.3% | $3,227-83.3% | - |