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 | $32,226 | $81,487-60.5% | $102,412-68.5% | $80,935-60.2% |
| Participation rate | 70.3% | 66.8%+3.5pp | 74.5%-4.2pp | 67.7%+2.7pp |
| Annual return | 9.68% | 25.60%-15.9pp | 24.94%-15.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,358 | $3,103-56.2% | $3,870-64.9% | $2,757-50.7% |
| Participant deferral / active EE | $808 | $3,871-79.1% | $5,060-84.0% | $4,299-81.2% |
| Admin fee / account holder | $1,985 | $6,717-70.4% | $8,388-76.3% | $6,924-71.3% |