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 | $47,308 | $138,386-65.8% | $184,260-74.3% | $80,935-41.5% |
| Participation rate | 84.0% | 83.9%+0.1pp | 86.8%-2.8pp | 67.7%+16.3pp |
| Annual return | 9.17% | 20.02%-10.8pp | 28.84%-19.7pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,521 | $4,851-68.6% | $6,427-76.3% | $2,757-44.8% |
| Participant deferral / active EE | $1,924 | $7,076-72.8% | $9,133-78.9% | $4,299-55.2% |
| Admin fee / account holder | $7,440 | $10,489-29.1% | $13,898-46.5% | $6,924+7.4% |