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 | $82,177 | $101,950-19.4% | $125,529-34.5% | $86,983-5.5% |
| Participation rate | 71.1% | 70.2%+1.0pp | 74.7%-3.6pp | 69.5%+1.6pp |
| Annual return | 12.11% | 18.29%-6.2pp | 202.56%-190.4pp | 25.83%-13.7pp |
| Employer contribution / active EE | $3,182 | $2,358+34.9% | $3,058+4.1% | $2,584+23.1% |
| Participant deferral / active EE | $1,559 | $3,862-59.6% | $4,813-67.6% | $4,194-62.8% |
| Admin fee / account holder | $3,345 | $12,791-73.8% | $16,298-79.5% | $7,856-57.4% |