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 | $71,352 | $124,330-42.6% | $109,173-34.6% | $167,536-57.4% |
| Participation rate | 73.7% | 79.5%-5.8pp | 75.9%-2.2pp | 82.1%-8.4pp |
| Annual return | 4.03% | 26.04%-22.0pp | 25.75%-21.7pp | 478.82%-474.8pp |
| Employer contribution / active EE | $10,462 | $4,209+148.6% | $3,723+181.0% | $4,839+116.2% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,212 | $7,974-84.8% | $6,755-82.1% | $12,315-90.2% |