Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,340 | $162,136-70.2% | $152,301-68.3% | $154,746-68.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 5.34% | 91.02%-85.7pp | 80.50%-75.2pp | 172.34%-167.0pp |
| Employer contribution / active EE | $823 | $4,890-83.2% | $4,624-82.2% | $4,379-81.2% |
| Participant deferral / active EE | $7,667 | $8,341-8.1% | $8,004-4.2% | $6,730+13.9% |
| Admin fee / account holder | $4,483 | $15,759-71.6% | $14,398-68.9% | $14,365-68.8% |