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 | $59,926 | $64,729-7.4% | $112,263-46.6% | $68,490-12.5% |
| Participation rate | 96.8% | 67.2%+29.7pp | 75.1%+21.8pp | 67.9%+28.9pp |
| Annual return | -20.12% | -11.40%-8.7pp | 27.49%-47.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $475 | $2,746-82.7% | $3,636-86.9% | $2,597-81.7% |
| Participant deferral / active EE | $6,374 | $3,566+78.8% | $4,729+34.8% | $4,028+58.2% |
| Admin fee / account holder | $3,070 | $5,222-41.2% | $6,410-52.1% | $5,403-43.2% |