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 | $93,649 | $53,841+73.9% | $75,731+23.7% | $85,851+9.1% |
| Participation rate | 81.7% | 69.0%+12.6pp | 74.8%+6.8pp | 69.3%+12.3pp |
| Annual return | 11.30% | 24.54%-13.2pp | 104.65%-93.3pp | 318.63%-307.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,342 | $2,895+15.5% | $3,820-12.5% | $3,952-15.4% |
| Admin fee / account holder | $2,688 | $3,340-19.5% | $3,620-25.7% | $6,261-57.1% |