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 | $31,431 | $111,814-71.9% | $103,374-69.6% | $145,959-78.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 7.20% | 24.77%-17.6pp | 24.89%-17.7pp | 561.95%-554.8pp |
| Employer contribution / active EE | $3,696 | $4,214-12.3% | $3,869-4.5% | $4,661-20.7% |
| Participant deferral / active EE | $416 | $5,618-92.6% | $5,058-91.8% | $6,689-93.8% |
| Admin fee / account holder | $494 | $9,754-94.9% | $8,394-94.1% | $13,398-96.3% |