Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,770 | $110,379-57.6% | $102,412-54.3% | $145,884-67.9% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.4pp | 80.3%+12.6pp |
| Annual return | 5.08% | 24.84%-19.8pp | 24.94%-19.9pp | 551.85%-546.8pp |
| Employer contribution / active EE | $605 | $4,216-85.7% | $3,870-84.4% | $4,662-87.0% |
| Participant deferral / active EE | $8,899 | $5,622+58.3% | $5,060+75.9% | $6,690+33.0% |
| Admin fee / account holder | $1,908 | $9,745-80.4% | $8,388-77.3% | $13,392-85.8% |