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 | $86,418 | $93,589-7.7% | $135,942-36.4% | $75,181+14.9% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 10.84% | 30.90%-20.1pp | 68.28%-57.4pp | 160.69%-149.8pp |
| Employer contribution / active EE | $970 | $3,537-72.6% | $4,858-80.0% | $2,671-63.7% |
| Participant deferral / active EE | $1,723 | $6,405-73.1% | $7,759-77.8% | $4,126-58.2% |
| Admin fee / account holder | $4,843 | $6,977-30.6% | $10,764-55.0% | $5,650-14.3% |