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 | $69,986 | $115,225-39.3% | $100,712-30.5% | $138,895-49.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 7.90% | 40.35%-32.5pp | 33.27%-25.4pp | 145.39%-137.5pp |
| Employer contribution / active EE | $798 | $2,771-71.2% | $2,313-65.5% | $4,194-81.0% |
| Participant deferral / active EE | $1,027 | $4,699-78.2% | $4,085-74.9% | $6,396-83.9% |
| Admin fee / account holder | $2,472 | $10,844-77.2% | $9,256-73.3% | $12,562-80.3% |