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 | $31,376 | $106,864-70.6% | $147,318-78.7% | $82,637-62.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.56% | 27.49%-7.9pp | 70.43%-50.9pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,906 | $3,417-44.2% | $4,593-58.5% | $2,552-25.3% |
| Participant deferral / active EE | $1,377 | $6,496-78.8% | $7,906-82.6% | $4,126-66.6% |
| Admin fee / account holder | $307 | $8,415-96.3% | $13,708-97.8% | $7,339-95.8% |