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 | $14,726 | $78,690-81.3% | $161,489-90.9% | $87,485-83.2% |
| Participation rate | 75.0% | 67.5%+7.5pp | 78.7%-3.7pp | 68.9%+6.1pp |
| Annual return | 3.89% | 32.74%-28.9pp | 89.72%-85.8pp | 26.06%-22.2pp |
| Employer contribution / active EE | $1,980 | $2,588-23.5% | $4,268-53.6% | $2,596-23.7% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $868 | $6,724-87.1% | $16,006-94.6% | $7,775-88.8% |