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 | $42,601 | $58,627-27.3% | $76,735-44.5% | $82,448-48.3% |
| Participation rate | 96.2% | 63.2%+33.0pp | 69.5%+26.7pp | 68.1%+28.2pp |
| Annual return | 7.47% | 39.10%-31.6pp | 29.77%-22.3pp | 41.64%-34.2pp |
| Employer contribution / active EE | $3,088 | $1,729+78.6% | $2,454+25.8% | $2,551+21.1% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,156 | $5,323-78.3% | $7,189-83.9% | $7,234-84.0% |