Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,092 | $155,555-78.1% | $146,866-76.8% | $155,188-78.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 15.14% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,031 | $4,647-77.8% | $4,425-76.7% | $4,248-75.7% |
| Participant deferral / active EE | $2,288 | $8,044-71.6% | $7,759-70.5% | $6,531-65.0% |
| Admin fee / account holder | $1,262 | $14,755-91.4% | $13,620-90.7% | $14,480-91.3% |