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 | $84,280 | $85,766-1.7% | $136,298-38.2% | $70,126+20.2% |
| Participation rate | 91.9% | 74.2%+17.7pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 12.95% | 31.46%-18.5pp | 5156.27%-5143.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | -$0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,659 | $5,051+51.6% | $6,247+22.6% | $3,332+129.9% |
| Admin fee / account holder | $1,997 | $5,421-63.2% | $9,244-78.4% | $4,645-57.0% |