Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,616 | $110,410-74.1% | $102,437-72.1% | $145,897-80.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.80% | 24.85%-20.1pp | 24.95%-20.1pp | 552.29%-547.5pp |
| Employer contribution / active EE | $358 | $4,217-91.5% | $3,871-90.7% | $4,663-92.3% |
| Participant deferral / active EE | $2,535 | $5,622-54.9% | $5,060-49.9% | $6,689-62.1% |
| Admin fee / account holder | $430 | $9,745-95.6% | $8,388-94.9% | $13,390-96.8% |