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 | $48,593 | $86,938-44.1% | $102,423-52.6% | $80,925-40.0% |
| Participation rate | 74.6% | 72.4%+2.3pp | 76.5%-1.9pp | 67.7%+7.0pp |
| Annual return | 8.67% | 18.89%-10.2pp | 29.42%-20.8pp | 35.65%-27.0pp |
| Employer contribution / active EE | $580 | $2,369-75.5% | $3,023-80.8% | $2,756-78.9% |
| Participant deferral / active EE | $2,632 | $4,120-36.1% | $5,054-47.9% | $4,299-38.8% |
| Admin fee / account holder | $5,067 | $8,053-37.1% | $9,455-46.4% | $6,940-27.0% |