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 | $108,523 | $227,597-52.3% | $189,575-42.8% | $167,536-35.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.61% | 78.44%-71.8pp | 64.19%-57.6pp | 478.82%-472.2pp |
| Employer contribution / active EE | $360 | $5,316-93.2% | $4,412-91.8% | $4,839-92.6% |
| Participant deferral / active EE | $2,843 | $7,002-59.4% | $6,174-53.9% | $6,342-55.2% |
| Admin fee / account holder | $1,561 | $11,877-86.9% | $9,806-84.1% | $12,315-87.3% |