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 | $65,516 | $86,298-24.1% | $111,308-41.1% | $85,847-23.7% |
| Participation rate | 91.7% | 73.3%+18.3pp | 77.3%+14.3pp | 69.3%+22.3pp |
| Annual return | 10.47% | 19.99%-9.5pp | 54.67%-44.2pp | 318.61%-308.1pp |
| Employer contribution / active EE | $181 | $2,044-91.2% | $2,732-93.4% | $2,565-93.0% |
| Participant deferral / active EE | $2,633 | $3,641-27.7% | $4,487-41.3% | $3,952-33.4% |
| Admin fee / account holder | $1,525 | $8,189-81.4% | $7,965-80.9% | $6,261-75.6% |