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 | $32,785 | $41,377-20.8% | $109,313-70.0% | $62,881-47.9% |
| Participation rate | 88.0% | 57.5%+30.5pp | 71.3%+16.7pp | 69.3%+18.7pp |
| Annual return | 1.58% | 11.05%-9.5pp | 22.07%-20.5pp | 20.14%-18.6pp |
| Employer contribution / active EE | $3,720 | $1,276+191.6% | $3,892-4.4% | $2,281+63.1% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $469 | $2,884-83.7% | $5,666-91.7% | $4,296-89.1% |