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 | $13,128 | $51,222-74.4% | $70,544-81.4% | $75,173-82.5% |
| Participation rate | 97.5% | 61.0%+36.5pp | 68.4%+29.1pp | 67.2%+30.3pp |
| Annual return | 13.19% | 30.06%-16.9pp | 32.79%-19.6pp | 160.72%-147.5pp |
| Employer contribution / active EE | $189 | $1,827-89.6% | $2,976-93.6% | $2,671-92.9% |
| Participant deferral / active EE | $3,169 | $2,850+11.2% | $4,568-30.6% | $4,126-23.2% |
| Admin fee / account holder | $495 | $4,096-87.9% | $6,427-92.3% | $5,651-91.2% |