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 | $29,689 | $212,386-86.0% | $199,883-85.1% | $138,895-78.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 9.78% | 47.75%-38.0pp | 43.81%-34.0pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,913 | $9,617-28.1% | $9,138-24.4% | $6,396+8.1% |
| Admin fee / account holder | $1,278 | $18,233-93.0% | $17,268-92.6% | $12,562-89.8% |