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 | $183,162 | $153,769+19.1% | $133,975+36.7% | $273,972-33.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 2.38% | 36.51%-34.1pp | 29.29%-26.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,085 | $6,029-82.0% | $5,211-79.2% | $4,869-77.7% |
| Participant deferral / active EE | $6,000 | $6,958-13.8% | $6,282-4.5% | $5,287+13.5% |
| Admin fee / account holder | $16,394 | $11,765+39.3% | $9,324+75.8% | $10,133+61.8% |