Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,618 | $162,136-78.6% | $152,301-77.3% | $154,746-77.6% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 6.34% | 91.02%-84.7pp | 80.50%-74.2pp | 172.34%-166.0pp |
| Employer contribution / active EE | $3,657 | $4,890-25.2% | $4,624-20.9% | $4,379-16.5% |
| Participant deferral / active EE | $1,801 | $8,341-78.4% | $8,004-77.5% | $6,730-73.2% |
| Admin fee / account holder | $743 | $15,759-95.3% | $14,398-94.8% | $14,365-94.8% |