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 | $57,339 | $85,766-33.1% | $136,298-57.9% | $70,126-18.2% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 13.57% | 31.46%-17.9pp | 5156.27%-5142.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,071 | $2,966-63.9% | $4,696-77.2% | $2,343-54.3% |
| Participant deferral / active EE | $305 | $5,051-94.0% | $6,247-95.1% | $3,332-90.9% |
| Admin fee / account holder | $1,442 | $5,421-73.4% | $9,244-84.4% | $4,645-69.0% |