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 | $23,977 | $75,541-68.3% | $152,093-84.2% | $82,637-71.0% |
| Participation rate | 96.2% | 66.5%+29.7pp | 77.8%+18.5pp | 68.1%+28.2pp |
| Annual return | 11.68% | 32.56%-20.9pp | 66.36%-54.7pp | 53.51%-41.8pp |
| Employer contribution / active EE | $2,358 | $2,622-10.1% | $4,175-43.5% | $2,552-7.6% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $947 | $6,405-85.2% | $14,497-93.5% | $7,339-87.1% |