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 | $19,616 | $117,895-83.4% | $102,460-80.9% | $145,897-86.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 7.28% | 31.92%-24.6pp | 29.47%-22.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $983 | $3,619-72.8% | $3,025-67.5% | $4,663-78.9% |
| Participant deferral / active EE | $1,475 | $5,736-74.3% | $5,056-70.8% | $6,689-78.0% |
| Admin fee / account holder | $57,025 | $13,353+327.1% | $9,460+502.8% | $13,390+325.9% |