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 | $68,845 | $87,059-20.9% | $105,608-34.8% | $80,925-14.9% |
| Participation rate | 73.6% | 70.4%+3.2pp | 75.3%-1.7pp | 67.7%+6.0pp |
| Annual return | 8.99% | 17.05%-8.1pp | 116.50%-107.5pp | 35.65%-26.7pp |
| Employer contribution / active EE | $344 | $2,396-85.6% | $3,167-89.1% | $2,756-87.5% |
| Participant deferral / active EE | $4,426 | $3,986+11.0% | $5,010-11.7% | $4,299+3.0% |
| Admin fee / account holder | $14,556 | $8,443+72.4% | $11,028+32.0% | $6,940+109.7% |