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 | $44,268 | $162,812-72.8% | $133,971-67.0% | $158,966-72.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.47% | 41.94%-41.5pp | 45.09%-44.6pp | 302.95%-302.5pp |
| Employer contribution / active EE | $4,913 | $4,976-1.3% | $3,919+25.4% | $4,762+3.2% |
| Participant deferral / active EE | $316 | $5,910-94.7% | $5,047-93.7% | $5,983-94.7% |
| Admin fee / account holder | $1,487 | $11,741-87.3% | $8,929-83.3% | $11,250-86.8% |