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 | $49,283 | $176,077-72.0% | $159,455-69.1% | $167,518-70.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 4.27% | 331.83%-327.6pp | 263.63%-259.4pp | 478.71%-474.4pp |
| Employer contribution / active EE | $423 | $5,298-92.0% | $4,830-91.2% | $4,838-91.3% |
| Participant deferral / active EE | $7,185 | $7,751-7.3% | $7,353-2.3% | $6,342+13.3% |
| Admin fee / account holder | $17,703 | $12,556+41.0% | $10,800+63.9% | $12,312+43.8% |