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 | $61,903 | $123,793-50.0% | $177,848-65.2% | $79,856-22.5% |
| Participation rate | 96.9% | 84.7%+12.2pp | 87.7%+9.2pp | 69.6%+27.2pp |
| Annual return | 7.50% | 22.82%-15.3pp | 48.33%-40.8pp | 31.71%-24.2pp |
| Employer contribution / active EE | $5,528 | $4,095+35.0% | $5,919-6.6% | $2,471+123.7% |
| Participant deferral / active EE | $437 | $5,956-92.7% | $7,714-94.3% | $3,741-88.3% |
| Admin fee / account holder | $1,433 | $7,243-80.2% | $12,431-88.5% | $5,306-73.0% |