Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $43,719 | $154,228-71.7% | $145,433-69.9% | $137,256-68.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 10.72% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,470 | $4,804-69.4% | $4,554-67.7% | $4,156-64.6% |
| Participant deferral / active EE | $2,340 | $8,216-71.5% | $7,897-70.4% | $6,407-63.5% |
| Admin fee / account holder | $567 | $14,344-96.0% | $13,129-95.7% | $12,270-95.4% |