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 | $85,350 | $185,883-54.1% | $170,043-49.8% | $139,466-38.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.20% | 60.54%-51.3pp | 53.40%-44.2pp | 373.66%-364.5pp |
| Employer contribution / active EE | $720 | $7,596-90.5% | $6,790-89.4% | $4,754-84.9% |
| Participant deferral / active EE | $7,200 | $11,626-38.1% | $10,410-30.8% | $6,712+7.3% |
| Admin fee / account holder | $413 | $15,393-97.3% | $12,824-96.8% | $11,409-96.4% |