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 | $65,039 | $160,040-59.4% | $147,096-55.8% | $145,877-55.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.43% | 98.49%-91.1pp | 419.75%-412.3pp | 551.28%-543.9pp |
| Employer contribution / active EE | $545 | $5,289-89.7% | $4,936-89.0% | $4,663-88.3% |
| Participant deferral / active EE | $9,213 | $8,429+9.3% | $8,071+14.2% | $6,691+37.7% |
| Admin fee / account holder | $3,398 | $15,050-77.4% | $13,005-73.9% | $13,402-74.6% |