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 | $98,159 | $80,855+21.4% | $153,416-36.0% | $86,983+12.8% |
| Participation rate | 70.0% | 64.1%+5.9pp | 74.3%-4.3pp | 69.5%+0.5pp |
| Annual return | 7.50% | 16.18%-8.7pp | 17.84%-10.3pp | 25.83%-18.3pp |
| Employer contribution / active EE | $4,674 | $2,308+102.5% | $3,764+24.2% | $2,584+80.9% |
| Participant deferral / active EE | $0 | $3,333-100.0% | $4,723-100.0% | $4,194-100.0% |
| Admin fee / account holder | $19,037 | $6,908+175.6% | $13,095+45.4% | $7,856+142.3% |