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 | $68,852-62.7% | $120,524-78.7% | $80,925-68.3% |
| Participation rate | 87.3% | 61.6%+25.6pp | 71.9%+15.3pp | 67.7%+19.6pp |
| Annual return | 9.62% | 23.67%-14.1pp | 107.36%-97.7pp | 35.65%-26.0pp |
| Employer contribution / active EE | $2,875 | $2,063+39.4% | $3,469-17.1% | $2,756+4.3% |
| Participant deferral / active EE | $1,046 | $3,187-67.2% | $4,994-79.1% | $4,299-75.7% |
| Admin fee / account holder | $715 | $5,781-87.6% | $9,440-92.4% | $6,940-89.7% |