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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,882 | $185,312-75.2% | $161,489-71.6% | $154,746-70.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.97% | 103.84%-93.9pp | 89.72%-79.7pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,066 | $4,769-56.7% | $4,268-51.6% | $4,379-52.8% |
| Participant deferral / active EE | $951 | $6,350-85.0% | $5,630-83.1% | $6,730-85.9% |
| Admin fee / account holder | $1,919 | $18,654-89.7% | $16,006-88.0% | $14,365-86.6% |