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 | $44,741 | $85,002-47.4% | $76,278-41.3% | $145,978-69.4% |
| Participation rate | 83.3% | 82.9%+0.5pp | 79.2%+4.1pp | 80.3%+3.0pp |
| Annual return | 13.86% | 13.11%+0.7pp | 13.77%+0.1pp | 550.52%-536.7pp |
| Employer contribution / active EE | $3,704 | $5,261-29.6% | $4,584-19.2% | $4,662-20.5% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,690-100.0% |
| Admin fee / account holder | $446 | $5,760-92.3% | $5,131-91.3% | $13,400-96.7% |