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 | $173,217 | $209,425-17.3% | $178,499-3.0% | $158,966+9.0% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 5.96% | 188.80%-182.8pp | 151.10%-145.1pp | 302.95%-297.0pp |
| Employer contribution / active EE | $979 | $5,707-82.9% | $5,011-80.5% | $4,762-79.5% |
| Participant deferral / active EE | $2,429 | $5,955-59.2% | $5,202-53.3% | $5,983-59.4% |
| Admin fee / account holder | $2,342 | $17,078-86.3% | $13,986-83.3% | $11,250-79.2% |