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 | $50,049 | $212,386-76.4% | $199,883-75.0% | $138,895-64.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.95% | 47.75%-36.8pp | 43.81%-32.9pp | 145.39%-134.4pp |
| Employer contribution / active EE | $4,949 | $6,625-25.3% | $6,261-21.0% | $4,194+18.0% |
| Participant deferral / active EE | $1,733 | $9,617-82.0% | $9,138-81.0% | $6,396-72.9% |
| Admin fee / account holder | $482 | $18,233-97.4% | $17,268-97.2% | $12,562-96.2% |