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 | $52,304 | $156,318-66.5% | $145,433-64.0% | - |
| Participation rate | 100.0% | 68.6%+31.4pp | 82.1%+17.9pp | - |
| Annual return | 21.06% | 26.27%-5.2pp | 66.58%-45.5pp | - |
| Employer contribution / active EE | $2,819 | $3,387-16.8% | $4,554-38.1% | - |
| Participant deferral / active EE | $4,042 | $6,196-34.8% | $7,897-48.8% | - |
| Admin fee / account holder | $1,756 | $8,746-79.9% | $13,129-86.6% | - |