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 | $31,802 | $77,920-59.2% | $149,723-78.8% | $75,177-57.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.70% | 31.72%-22.0pp | 134.50%-124.8pp | 160.75%-151.0pp |
| Employer contribution / active EE | $1,175 | $3,138-62.6% | $4,821-75.6% | $2,671-56.0% |
| Participant deferral / active EE | $557 | $3,411-83.7% | $5,682-90.2% | $4,126-86.5% |
| Admin fee / account holder | $3,261 | $5,951-45.2% | $13,215-75.3% | $5,651-42.3% |