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 | $25,451 | $70,684-64.0% | $169,397-85.0% | $75,177-66.1% |
| Participation rate | 96.6% | 64.8%+31.8pp | 77.2%+19.4pp | 67.2%+29.4pp |
| Annual return | 12.78% | 36.38%-23.6pp | 406.23%-393.4pp | 160.75%-148.0pp |
| Employer contribution / active EE | $2,108 | $2,211-4.6% | $4,013-47.5% | $2,671-21.1% |
| Participant deferral / active EE | $1,048 | $4,310-75.7% | $6,223-83.2% | $4,126-74.6% |
| Admin fee / account holder | $8,318 | $5,404+53.9% | $9,017-7.7% | $5,651+47.2% |