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 | $72,468 | $83,061-12.8% | $126,068-42.5% | $94,015-22.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 5.36% | 20.41%-15.1pp | 15.01%-9.7pp | 17.84%-12.5pp |
| Employer contribution / active EE | $2,118 | $2,864-26.0% | $3,968-46.6% | $2,790-24.1% |
| Participant deferral / active EE | $2,470 | $7,042-64.9% | $8,214-69.9% | $4,249-41.9% |
| Admin fee / account holder | $2,655 | $7,208-63.2% | $18,264-85.5% | $8,951-70.3% |