Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,564 | $118,854-86.1% | $96,565-82.8% | $167,497-90.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 3.58% | 50.49%-46.9pp | 37.78%-34.2pp | 478.62%-475.0pp |
| Employer contribution / active EE | $327 | $3,119-89.5% | $2,356-86.1% | $4,838-93.2% |
| Participant deferral / active EE | $2,929 | $4,615-36.5% | $3,848-23.9% | $6,341-53.8% |
| Admin fee / account holder | $1,919 | $8,065-76.2% | $6,181-69.0% | $12,310-84.4% |