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 | $84,601 | $81,476+3.8% | $102,383-17.4% | $80,925+4.5% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.7%+20.6pp |
| Annual return | 10.31% | 25.59%-15.3pp | 24.94%-14.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,335 | $3,871-39.7% | $5,060-53.8% | $4,299-45.7% |
| Admin fee / account holder | $4,620 | $6,717-31.2% | $8,391-44.9% | $6,940-33.4% |