Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $103,336 | $275,752-62.5% | $256,809-59.8% | $198,609-48.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.24% | 34.81%-17.6pp | 32.73%-15.5pp | 202.70%-185.5pp |
| Employer contribution / active EE | $3,396 | $7,721-56.0% | $7,263-53.2% | $5,055-32.8% |
| Participant deferral / active EE | $4,050 | $10,037-59.7% | $9,520-57.5% | $6,977-42.0% |
| Admin fee / account holder | $15,560 | $25,716-39.5% | $25,146-38.1% | $19,030-18.2% |