Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,828 | $144,130-66.8% | $117,861-59.4% | $147,586-67.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 7.54% | 531.20%-523.7pp | 335.11%-327.6pp | 578.59%-571.1pp |
| Employer contribution / active EE | $838 | $4,897-82.9% | $3,786-77.9% | $4,876-82.8% |
| Participant deferral / active EE | $1,851 | $5,316-65.2% | $4,482-58.7% | $5,439-66.0% |
| Admin fee / account holder | $2,184 | $10,887-79.9% | $8,021-72.8% | $10,886-79.9% |