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 | $106,417 | $101,778+4.6% | $164,975-35.5% | $80,925+31.5% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.7%+8.3pp |
| Annual return | 10.55% | 16.73%-6.2pp | 70.12%-59.6pp | 35.65%-25.1pp |
| Employer contribution / active EE | $290 | $2,954-90.2% | $4,343-93.3% | $2,756-89.5% |
| Participant deferral / active EE | $5,056 | $4,477+12.9% | $6,033-16.2% | $4,299+17.6% |
| Admin fee / account holder | $1,688 | $8,221-79.5% | $12,688-86.7% | $6,940-75.7% |