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 | $94,985 | $110,137-13.8% | $161,149-41.1% | $82,637+14.9% |
| Participation rate | 90.3% | 72.4%+18.0pp | 78.8%+11.5pp | 68.1%+22.3pp |
| Annual return | 10.49% | 20.69%-10.2pp | 21.16%-10.7pp | 53.51%-43.0pp |
| Employer contribution / active EE | $1,290 | $2,856-54.8% | $4,360-70.4% | $2,552-49.4% |
| Participant deferral / active EE | $906 | $4,575-80.2% | $6,153-85.3% | $4,126-78.0% |
| Admin fee / account holder | $4,293 | $9,467-54.7% | $15,194-71.7% | $7,339-41.5% |