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 | $44,450 | $78,423-43.3% | $95,964-53.7% | $79,856-44.3% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.3pp | 69.6%+26.8pp |
| Annual return | 1.77% | 19.37%-17.6pp | 91.64%-89.9pp | 31.71%-29.9pp |
| Employer contribution / active EE | $695 | $1,945-64.3% | $2,541-72.7% | $2,471-71.9% |
| Participant deferral / active EE | $1,349 | $3,440-60.8% | $4,167-67.6% | $3,741-63.9% |
| Admin fee / account holder | $2,064 | $5,622-63.3% | $6,797-69.6% | $5,306-61.1% |