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 | $53,693 | $155,555-65.5% | $146,866-63.4% | $155,188-65.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 9.77% | 115.41%-105.6pp | 102.85%-93.1pp | 148.84%-139.1pp |
| Employer contribution / active EE | $502 | $4,647-89.2% | $4,425-88.6% | $4,248-88.2% |
| Participant deferral / active EE | $5,794 | $8,044-28.0% | $7,759-25.3% | $6,531-11.3% |
| Admin fee / account holder | $450 | $14,755-96.9% | $13,620-96.7% | $14,480-96.9% |