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 | $27,156 | $78,027-65.2% | $178,528-84.8% | $80,925-66.4% |
| Participation rate | 81.8% | 65.7%+16.1pp | 77.1%+4.7pp | 67.7%+14.2pp |
| Annual return | 8.26% | 18.09%-9.8pp | 27.11%-18.9pp | 35.65%-27.4pp |
| Employer contribution / active EE | $481 | $2,281-78.9% | $3,950-87.8% | $2,756-82.6% |
| Participant deferral / active EE | $1,420 | $4,408-67.8% | $6,278-77.4% | $4,299-67.0% |
| Admin fee / account holder | $322 | $7,168-95.5% | $10,419-96.9% | $6,940-95.4% |