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 | $124,895 | $145,431-14.1% | $211,142-40.8% | $87,485+42.8% |
| Participation rate | 92.9% | 84.7%+8.1pp | 87.3%+5.6pp | 68.9%+23.9pp |
| Annual return | 11.78% | 27.21%-15.4pp | 46.84%-35.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $2,733 | $4,662-41.4% | $6,442-57.6% | $2,596+5.3% |
| Participant deferral / active EE | $1,927 | $6,859-71.9% | $9,284-79.2% | $4,274-54.9% |
| Admin fee / account holder | $3,389 | $17,052-80.1% | $19,076-82.2% | $7,775-56.4% |