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 | $105,705 | $124,980-15.4% | $108,359-2.4% | $154,746-31.7% |
| Participation rate | 95.0% | 75.2%+19.8pp | 70.1%+24.9pp | 80.7%+14.3pp |
| Annual return | 4.97% | 45.00%-40.0pp | 36.89%-31.9pp | 172.34%-167.4pp |
| Employer contribution / active EE | $3,876 | $2,851+36.0% | $2,399+61.5% | $4,379-11.5% |
| Participant deferral / active EE | $793 | $4,743-83.3% | $4,137-80.8% | $6,730-88.2% |
| Admin fee / account holder | $41,172 | $11,502+258.0% | $9,741+322.7% | $14,365+186.6% |