Sign up free to preview peer percentile detail
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 | $31,960 | $90,486-64.7% | $78,676-59.4% | $273,972-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.43% | 75.62%-74.2pp | 62.19%-60.8pp | 41.46%-40.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,493 | $3,901+15.2% | $3,517+27.8% | $5,287-15.0% |
| Admin fee / account holder | $593 | $5,263-88.7% | $4,510-86.8% | $10,133-94.1% |