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 | $36,785 | $172,111-78.6% | $150,298-75.5% | $137,256-73.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 1.38% | 69.37%-68.0pp | 62.79%-61.4pp | 220.34%-219.0pp |
| Employer contribution / active EE | $617 | $4,636-86.7% | $4,154-85.2% | $4,156-85.2% |
| Participant deferral / active EE | $3,248 | $6,166-47.3% | $5,453-40.4% | $6,407-49.3% |
| Admin fee / account holder | $66,059 | $16,471+301.1% | $14,116+368.0% | $12,270+438.4% |