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 | $33,864 | $88,672-61.8% | $105,223-67.8% | $82,448-58.9% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.1pp | 68.1%+30.1pp |
| Annual return | 8.19% | 30.86%-22.7pp | 180.65%-172.5pp | 41.64%-33.5pp |
| Employer contribution / active EE | $5,624 | $3,048+84.5% | $3,689+52.5% | $2,551+120.4% |
| Participant deferral / active EE | $1,591 | $4,036-60.6% | $5,072-68.6% | $4,139-61.6% |
| Admin fee / account holder | $2,512 | $7,146-64.8% | $8,859-71.6% | $7,234-65.3% |