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 | $41,809 | $102,422-59.2% | $147,117-71.6% | $80,959-48.4% |
| Participation rate | 72.3% | 75.9%-3.5pp | 82.2%-9.8pp | 67.7%+4.7pp |
| Annual return | 11.02% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $1,508 | $3,717-59.4% | $4,932-69.4% | $2,757-45.3% |
| Participant deferral / active EE | $2,452 | $6,652-63.1% | $8,065-69.6% | $4,300-43.0% |
| Admin fee / account holder | $3,592 | $7,953-54.8% | $12,993-72.4% | $6,925-48.1% |