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 | $66,278 | $78,428-15.5% | $95,960-30.9% | $79,852-17.0% |
| Participation rate | 81.0% | 73.5%+7.5pp | 77.1%+4.0pp | 69.6%+11.4pp |
| Annual return | 8.22% | 19.37%-11.2pp | 91.63%-83.4pp | 31.72%-23.5pp |
| Employer contribution / active EE | $358 | $1,945-81.6% | $2,541-85.9% | $2,471-85.5% |
| Participant deferral / active EE | $2,159 | $3,440-37.2% | $4,167-48.2% | $3,740-42.3% |
| Admin fee / account holder | $6,876 | $5,622+22.3% | $6,797+1.2% | $5,306+29.6% |