Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,880 | $155,555-85.3% | $146,866-84.4% | $155,188-85.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 30.00% | 115.41%-85.4pp | 102.85%-72.9pp | 148.84%-118.8pp |
| Employer contribution / active EE | $1,863 | $4,647-59.9% | $4,425-57.9% | $4,248-56.1% |
| Participant deferral / active EE | $2,219 | $8,044-72.4% | $7,759-71.4% | $6,531-66.0% |
| Admin fee / account holder | $2,180 | $14,755-85.2% | $13,620-84.0% | $14,480-84.9% |