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 | $34,701 | $69,012-49.7% | $160,037-78.3% | $68,490-49.3% |
| Participation rate | 98.4% | 65.4%+33.0pp | 78.0%+20.4pp | 67.9%+30.5pp |
| Annual return | -19.72% | -9.65%-10.1pp | 408.95%-428.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $356 | $2,212-83.9% | $4,226-91.6% | $2,597-86.3% |
| Participant deferral / active EE | $2,060 | $4,212-51.1% | $6,184-66.7% | $4,028-48.9% |
| Admin fee / account holder | $8,218 | $4,798+71.3% | $8,716-5.7% | $5,403+52.1% |