Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $103,074 | $201,372-48.8% | $184,260-44.1% | $145,884-29.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.38% | 29.04%-21.7pp | 28.84%-21.5pp | 551.85%-544.5pp |
| Employer contribution / active EE | $406 | $7,024-94.2% | $6,427-93.7% | $4,662-91.3% |
| Participant deferral / active EE | $12,417 | $9,808+26.6% | $9,133+36.0% | $6,690+85.6% |
| Admin fee / account holder | $4,485 | $16,362-72.6% | $13,898-67.7% | $13,392-66.5% |