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 | $133,560 | $89,259+49.6% | $107,187+24.6% | $82,637+61.6% |
| Participation rate | 74.1% | 67.9%+6.1pp | 75.0%-0.9pp | 68.1%+6.0pp |
| Annual return | 11.08% | 21.02%-9.9pp | 204.55%-193.5pp | 53.51%-42.4pp |
| Employer contribution / active EE | $794 | $3,080-74.2% | $3,782-79.0% | $2,552-68.9% |
| Participant deferral / active EE | $2,555 | $4,037-36.7% | $5,096-49.9% | $4,126-38.1% |
| Admin fee / account holder | $616 | $7,381-91.7% | $9,162-93.3% | $7,339-91.6% |