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 | $32,878 | $57,140-42.5% | $85,240-61.4% | $80,959-59.4% |
| Participation rate | 92.8% | 56.4%+36.4pp | 67.5%+25.2pp | 67.7%+25.1pp |
| Annual return | 9.79% | 21.71%-11.9pp | 66.75%-57.0pp | 35.67%-25.9pp |
| Employer contribution / active EE | $4,602 | $1,802+155.4% | $2,735+68.2% | $2,757+66.9% |
| Participant deferral / active EE | $729 | $3,115-76.6% | $4,527-83.9% | $4,300-83.0% |
| Admin fee / account holder | $938 | $4,992-81.2% | $6,165-84.8% | $6,925-86.5% |