Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,174 | $81,487-51.9% | $102,412-61.7% | $80,935-51.6% |
| Participation rate | 71.1% | 66.8%+4.2pp | 74.5%-3.5pp | 67.7%+3.4pp |
| Annual return | 9.60% | 25.60%-16.0pp | 24.94%-15.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $794 | $3,103-74.4% | $3,870-79.5% | $2,757-71.2% |
| Participant deferral / active EE | $2,095 | $3,871-45.9% | $5,060-58.6% | $4,299-51.3% |
| Admin fee / account holder | $2,914 | $6,717-56.6% | $8,388-65.3% | $6,924-57.9% |