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 | $45,337 | $135,956-66.7% | $123,894-63.4% | $273,972-83.5% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 2.45% | 56.63%-54.2pp | 47.52%-45.1pp | 41.46%-39.0pp |
| Employer contribution / active EE | $4,941 | $5,170-4.4% | $4,617+7.0% | $4,869+1.5% |
| Participant deferral / active EE | $1,590 | $6,343-74.9% | $5,984-73.4% | $5,287-69.9% |
| Admin fee / account holder | $827 | $9,817-91.6% | $8,357-90.1% | $10,133-91.8% |