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 | $57,954 | $146,267-60.4% | $197,124-70.6% | $82,448-29.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 9.39% | 29.61%-20.2pp | 44.34%-35.0pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,311 | $4,723-72.2% | $6,227-78.9% | $2,551-48.6% |
| Participant deferral / active EE | $4,146 | $7,035-41.1% | $9,135-54.6% | $4,139+0.2% |
| Admin fee / account holder | $7,878 | $14,422-45.4% | $16,298-51.7% | $7,234+8.9% |