Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,142 | $23,330-73.7% | $64,489-90.5% | $82,448-92.6% |
| Participation rate | 73.1% | 68.3%+4.8pp | 67.7%+5.4pp | 68.1%+5.0pp |
| Annual return | 13.53% | 83.66%-70.1pp | 55.03%-41.5pp | 41.64%-28.1pp |
| Employer contribution / active EE | $182 | $824-78.0% | $1,523-88.1% | $2,551-92.9% |
| Participant deferral / active EE | $1,714 | $1,707+0.4% | $2,778-38.3% | $4,139-58.6% |
| Admin fee / account holder | $1,097 | $2,946-62.7% | $4,260-74.2% | $7,234-84.8% |