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 | $35,441 | $165,381-78.6% | $149,730-76.3% | $158,966-77.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 6.08% | 348.29%-342.2pp | 276.70%-270.6pp | 302.95%-296.9pp |
| Employer contribution / active EE | $1,522 | $5,104-70.2% | $4,645-67.2% | $4,762-68.1% |
| Participant deferral / active EE | $1,682 | $7,182-76.6% | $6,843-75.4% | $5,983-71.9% |
| Admin fee / account holder | $548 | $10,809-94.9% | $9,310-94.1% | $11,250-95.1% |