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 | $87,282 | $89,364-2.3% | $141,177-38.2% | $72,983+19.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 18.72% | 111.86%-93.1pp | 71.40%-52.7pp | 81.01%-62.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,071 | $5,419-6.4% | $6,710-24.4% | $3,608+40.6% |
| Admin fee / account holder | $5,074 | $5,959-14.9% | $10,263-50.6% | $5,124-1.0% |