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 | $184,454 | $181,896+1.4% | $156,551+17.8% | $273,972-32.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.89% | 30.74%-34.6pp | 32.23%-36.1pp | 41.46%-45.3pp |
| Employer contribution / active EE | $931 | $6,248-85.1% | $5,501-83.1% | $4,869-80.9% |
| Participant deferral / active EE | $7,587 | $5,550+36.7% | $4,871+55.7% | $5,287+43.5% |
| Admin fee / account holder | $51,495 | $15,560+230.9% | $13,028+295.3% | $10,133+408.2% |