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 | $38,203 | $86,298-55.7% | $111,308-65.7% | $85,847-55.5% |
| Participation rate | 70.7% | 73.3%-2.6pp | 77.3%-6.6pp | 69.3%+1.4pp |
| Annual return | 10.64% | 19.99%-9.3pp | 54.67%-44.0pp | 318.61%-308.0pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,315 | $3,641-36.4% | $4,487-48.4% | $3,952-41.4% |
| Admin fee / account holder | $2,802 | $8,189-65.8% | $7,965-64.8% | $6,261-55.2% |