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 | $38,946 | $81,457-52.2% | $103,378-62.3% | $80,911-51.9% |
| Participation rate | 70.6% | 66.8%+3.7pp | 74.5%-3.9pp | 67.6%+2.9pp |
| Annual return | 7.72% | 25.58%-17.9pp | 24.91%-17.2pp | 35.63%-27.9pp |
| Employer contribution / active EE | $5,898 | $3,107+89.8% | $3,870+52.4% | $2,756+114.0% |
| Participant deferral / active EE | $965 | $3,871-75.1% | $5,058-80.9% | $4,297-77.5% |
| Admin fee / account holder | $5,289 | $6,717-21.2% | $8,401-37.0% | $6,935-23.7% |