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 | $47,349 | $106,864-55.7% | $147,318-67.9% | $82,637-42.7% |
| Participation rate | 73.8% | 75.5%-1.7pp | 82.1%-8.3pp | 68.1%+5.8pp |
| Annual return | 10.70% | 27.49%-16.8pp | 70.43%-59.7pp | 53.51%-42.8pp |
| Employer contribution / active EE | $641 | $3,417-81.2% | $4,593-86.0% | $2,552-74.9% |
| Participant deferral / active EE | $4,727 | $6,496-27.2% | $7,906-40.2% | $4,126+14.6% |
| Admin fee / account holder | $2,413 | $8,415-71.3% | $13,708-82.4% | $7,339-67.1% |