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 | $69,591 | $98,766-29.5% | $149,730-53.5% | $79,852-12.8% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 12.19% | 27.43%-15.2pp | 276.70%-264.5pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,616 | $5,681-1.1% | $6,843-17.9% | $3,740+50.1% |
| Admin fee / account holder | $6,423 | $6,052+6.1% | $9,310-31.0% | $5,306+21.1% |