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 | $56,326 | $79,961-29.6% | $98,462-42.8% | $75,177-25.1% |
| Participation rate | 73.3% | 70.4%+3.0pp | 75.2%-1.8pp | 67.2%+6.1pp |
| Annual return | 12.37% | 19.75%-7.4pp | 21.17%-8.8pp | 160.75%-148.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $508 | $3,753-86.5% | $4,738-89.3% | $4,126-87.7% |
| Admin fee / account holder | $540 | $6,842-92.1% | $8,875-93.9% | $5,651-90.4% |