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 | $25,690 | $68,878-62.7% | $120,574-78.7% | $80,935-68.3% |
| Participation rate | 87.3% | 61.7%+25.6pp | 71.9%+15.3pp | 67.7%+19.6pp |
| Annual return | 9.62% | 23.67%-14.1pp | 107.42%-97.8pp | 35.66%-26.0pp |
| Employer contribution / active EE | $2,875 | $2,065+39.2% | $3,471-17.2% | $2,757+4.3% |
| Participant deferral / active EE | $1,046 | $3,189-67.2% | $4,996-79.1% | $4,299-75.7% |
| Admin fee / account holder | $715 | $5,782-87.6% | $9,445-92.4% | $6,924-89.7% |