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 | $75,570 | $110,137-31.4% | $161,149-53.1% | $82,637-8.6% |
| Participation rate | 97.6% | 72.4%+25.2pp | 78.8%+18.7pp | 68.1%+29.5pp |
| Annual return | 5.23% | 20.69%-15.5pp | 21.16%-15.9pp | 53.51%-48.3pp |
| Employer contribution / active EE | $14,634 | $2,856+412.4% | $4,360+235.6% | $2,552+473.4% |
| Participant deferral / active EE | $1,831 | $4,575-60.0% | $6,153-70.2% | $4,126-55.6% |
| Admin fee / account holder | $10,338 | $9,467+9.2% | $15,194-32.0% | $7,339+40.9% |