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.
Employer 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 | $184,722 | $167,522+10.3% | $151,639+21.8% | $134,532+37.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.62% | 7.81%-29.4pp | 3.34%-25.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,458 | $6,828-78.7% | $6,165-76.4% | $4,741-69.3% |
| Participant deferral / active EE | $6,750 | $8,986-24.9% | $8,363-19.3% | $6,401+5.5% |
| Admin fee / account holder | $1,427 | $13,780-89.6% | $11,613-87.7% | $11,429-87.5% |