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 | $37,576 | $81,504-53.9% | $102,437-63.3% | $80,959-53.6% |
| Participation rate | 72.7% | 66.9%+5.9pp | 74.5%-1.8pp | 67.7%+5.1pp |
| Annual return | 9.13% | 25.60%-16.5pp | 24.95%-15.8pp | 35.67%-26.5pp |
| Employer contribution / active EE | $3,640 | $3,104+17.3% | $3,871-6.0% | $2,757+32.0% |
| Participant deferral / active EE | $743 | $3,871-80.8% | $5,060-85.3% | $4,300-82.7% |
| Admin fee / account holder | $2,492 | $6,719-62.9% | $8,388-70.3% | $6,925-64.0% |