Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $38,212 | $201,344-81.0% | $184,243-79.3% | $145,877-73.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.11% | 29.01%-21.9pp | 28.82%-21.7pp | 551.28%-544.2pp |
| Employer contribution / active EE | $886 | $7,022-87.4% | $6,427-86.2% | $4,663-81.0% |
| Participant deferral / active EE | $8,529 | $9,807-13.0% | $9,132-6.6% | $6,691+27.5% |
| Admin fee / account holder | $789 | $16,382-95.2% | $13,914-94.3% | $13,402-94.1% |