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 | $31,481 | $84,953-62.9% | $163,379-80.7% | $82,637-61.9% |
| Participation rate | 72.2% | 65.9%+6.3pp | 76.8%-4.6pp | 68.1%+4.2pp |
| Annual return | 13.00% | 23.07%-10.1pp | 63.41%-50.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $497 | $2,183-77.2% | $3,752-86.7% | $2,552-80.5% |
| Participant deferral / active EE | $1,354 | $4,326-68.7% | $6,282-78.4% | $4,126-67.2% |
| Admin fee / account holder | $332 | $7,921-95.8% | $9,818-96.6% | $7,339-95.5% |