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 | $42,873 | $87,733-51.1% | $106,555-59.8% | $85,847-50.1% |
| Participation rate | 94.3% | 71.9%+22.4pp | 76.1%+18.2pp | 69.3%+25.0pp |
| Annual return | 10.66% | 21.86%-11.2pp | 26.80%-16.1pp | 318.61%-307.9pp |
| Employer contribution / active EE | $324 | $2,073-84.3% | $2,819-88.5% | $2,565-87.4% |
| Participant deferral / active EE | $2,215 | $3,469-36.1% | $4,399-49.6% | $3,952-43.9% |
| Admin fee / account holder | $4,442 | $6,767-34.4% | $7,408-40.0% | $6,261-29.0% |