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 | $39,842 | $76,551-48.0% | $123,894-67.8% | $62,881-36.6% |
| Participation rate | 77.3% | 73.0%+4.3pp | 81.4%-4.1pp | 69.3%+8.0pp |
| Annual return | 4.92% | 18.68%-13.8pp | 47.52%-42.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $249 | $2,882-91.4% | $4,617-94.6% | $2,281-89.1% |
| Participant deferral / active EE | $2,485 | $4,840-48.7% | $5,984-58.5% | $3,203-22.4% |
| Admin fee / account holder | $1,208 | $4,826-75.0% | $8,357-85.5% | $4,296-71.9% |