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 | $22,391 | $48,277-53.6% | $67,511-66.8% | $80,874-72.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.62% | 18.27%-7.7pp | 3517.41%-3506.8pp | 35.62%-25.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,100 | $2,926-62.4% | $4,000-72.5% | $4,297-74.4% |
| Admin fee / account holder | $2,759 | $3,687-25.2% | $3,999-31.0% | $6,935-60.2% |