Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,271 | $51,638-89.8% | $68,368-92.3% | $82,448-93.6% |
| Participation rate | 88.6% | 63.6%+25.0pp | 73.8%+14.8pp | 68.1%+20.5pp |
| Annual return | 12.86% | 37.53%-24.7pp | 292.57%-279.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $203 | $2,047-90.1% | $2,649-92.3% | $2,551-92.0% |
| Participant deferral / active EE | $709 | $2,914-75.7% | $4,123-82.8% | $4,139-82.9% |
| Admin fee / account holder | $1,188 | $4,643-74.4% | $5,150-76.9% | $7,234-83.6% |