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 | $63,380 | $77,638-18.4% | $156,551-59.5% | $62,881+0.8% |
| Participation rate | 97.3% | 71.2%+26.1pp | 84.0%+13.3pp | 69.3%+28.0pp |
| Annual return | 4.40% | 50.33%-45.9pp | 32.23%-27.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $103 | $3,444-97.0% | $5,501-98.1% | $2,281-95.5% |
| Participant deferral / active EE | $5,040 | $3,046+65.5% | $4,871+3.5% | $3,203+57.3% |
| Admin fee / account holder | $6,458 | $5,561+16.1% | $13,028-50.4% | $4,296+50.3% |