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 | $69,241 | $117,846-41.2% | $102,434-32.4% | $145,884-52.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.81% | 31.90%-24.1pp | 29.46%-21.7pp | 551.85%-544.0pp |
| Employer contribution / active EE | $367 | $3,615-89.9% | $3,023-87.9% | $4,662-92.1% |
| Participant deferral / active EE | $2,216 | $5,733-61.3% | $5,055-56.2% | $6,690-66.9% |
| Admin fee / account holder | $3,227 | $13,356-75.8% | $9,462-65.9% | $13,392-75.9% |