Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,268 | $146,267-67.7% | $197,124-76.0% | $82,448-42.7% |
| Participation rate | 86.4% | 84.0%+2.4pp | 86.7%-0.3pp | 68.1%+18.4pp |
| Annual return | 9.58% | 29.61%-20.0pp | 44.34%-34.8pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,924 | $4,723-59.3% | $6,227-69.1% | $2,551-24.6% |
| Participant deferral / active EE | $3,008 | $7,035-57.2% | $9,135-67.1% | $4,139-27.3% |
| Admin fee / account holder | $3,206 | $14,422-77.8% | $16,298-80.3% | $7,234-55.7% |