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 | $26,349 | $77,638-66.1% | $156,551-83.2% | $62,881-58.1% |
| Participation rate | 81.1% | 71.2%+9.9pp | 84.0%-2.9pp | 69.3%+11.8pp |
| Annual return | 4.61% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $2,252 | $3,444-34.6% | $5,501-59.1% | $2,281-1.3% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,674 | $5,561+91.9% | $13,028-18.1% | $4,296+148.5% |