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 | $9,209 | $75,541-87.8% | $152,093-93.9% | $82,637-88.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 7.00% | 32.56%-25.6pp | 66.36%-59.4pp | 53.51%-46.5pp |
| Employer contribution / active EE | $1,243 | $2,622-52.6% | $4,175-70.2% | $2,552-51.3% |
| Participant deferral / active EE | $720 | $3,206-77.6% | $5,451-86.8% | $4,126-82.6% |
| Admin fee / account holder | $369 | $6,405-94.2% | $14,497-97.5% | $7,339-95.0% |