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 | $22,562 | $53,128-57.5% | $86,582-73.9% | $70,126-67.8% |
| Participation rate | 74.2% | 65.3%+8.9pp | 73.5%+0.6pp | 69.5%+4.7pp |
| Annual return | 9.39% | 27.66%-18.3pp | 965.08%-955.7pp | 73.15%-63.8pp |
| Employer contribution / active EE | $1,393 | $2,068-32.7% | $2,839-51.0% | $2,343-40.5% |
| Participant deferral / active EE | $613 | $2,695-77.3% | $3,609-83.0% | $3,332-81.6% |
| Admin fee / account holder | $656 | $3,584-81.7% | $4,904-86.6% | $4,645-85.9% |