Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,419 | $171,492-69.4% | $150,734-65.2% | $198,609-73.6% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 2.67% | 804.70%-802.0pp | 600.81%-598.1pp | 202.70%-200.0pp |
| Employer contribution / active EE | $614 | $5,470-88.8% | $4,918-87.5% | $5,055-87.9% |
| Participant deferral / active EE | $3,989 | $6,259-36.3% | $5,610-28.9% | $6,977-42.8% |
| Admin fee / account holder | $307 | $17,628-98.3% | $14,905-97.9% | $19,030-98.4% |