Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,967 | $183,592-73.9% | $155,567-69.2% | $145,959-67.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.68% | 61.24%-54.6pp | 64.74%-58.1pp | 561.95%-555.3pp |
| Employer contribution / active EE | $800 | $5,315-84.9% | $4,674-82.9% | $4,661-82.8% |
| Participant deferral / active EE | $8,404 | $6,464+30.0% | $5,628+49.3% | $6,689+25.6% |
| Admin fee / account holder | $450 | $19,318-97.7% | $15,916-97.2% | $13,398-96.6% |