Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $92,286 | $156,398-41.0% | $147,318-37.4% | $138,895-33.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.05% | 78.75%-57.7pp | 70.43%-49.4pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,469 | $4,853-69.7% | $4,593-68.0% | $4,194-65.0% |
| Participant deferral / active EE | $1,469 | $8,237-82.2% | $7,906-81.4% | $6,396-77.0% |
| Admin fee / account holder | $520 | $14,976-96.5% | $13,708-96.2% | $12,562-95.9% |