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 | $45,386 | $62,592-27.5% | $85,709-47.0% | $85,847-47.1% |
| Participation rate | 94.6% | 61.1%+33.5pp | 69.9%+24.8pp | 69.3%+25.3pp |
| Annual return | 9.78% | 23.77%-14.0pp | 21.49%-11.7pp | 318.61%-308.8pp |
| Employer contribution / active EE | $5,797 | $1,755+230.2% | $2,619+121.4% | $2,565+126.0% |
| Participant deferral / active EE | $526 | $2,802-81.2% | $3,924-86.6% | $3,952-86.7% |
| Admin fee / account holder | $2,247 | $4,643-51.6% | $6,876-67.3% | $6,261-64.1% |