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 | $139,662 | $183,592-23.9% | $155,574-10.2% | $145,877-4.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 4.14% | 61.37%-57.2pp | 64.87%-60.7pp | 551.28%-547.1pp |
| Employer contribution / active EE | $903 | $5,317-83.0% | $4,676-80.7% | $4,663-80.6% |
| Participant deferral / active EE | $10,550 | $6,466+63.2% | $5,629+87.4% | $6,691+57.7% |
| Admin fee / account holder | $9,683 | $19,316-49.9% | $15,914-39.2% | $13,402-27.8% |