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 | $34,599 | $197,637-82.5% | $177,848-80.5% | $158,982-78.2% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 17.13% | 58.77%-41.6pp | 48.33%-31.2pp | 302.99%-285.9pp |
| Employer contribution / active EE | $6,184 | $6,698-7.7% | $5,919+4.5% | $4,763+29.8% |
| Participant deferral / active EE | $2,258 | $8,405-73.1% | $7,714-70.7% | $5,983-62.3% |
| Admin fee / account holder | $805 | $15,406-94.8% | $12,431-93.5% | $11,252-92.8% |