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 | $33,361 | $86,949-61.6% | $102,460-67.4% | $80,959-58.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.21% | 18.89%-7.7pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,864 | $2,370-21.3% | $3,025-38.4% | $2,757-32.4% |
| Participant deferral / active EE | $1,839 | $4,121-55.4% | $5,056-63.6% | $4,300-57.2% |
| Admin fee / account holder | $2,166 | $8,048-73.1% | $9,460-77.1% | $6,925-68.7% |