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 | $149,446-61.2% | $256,809-77.4% | $94,015-38.4% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 9.39% | 17.55%-8.2pp | 32.73%-23.3pp | 17.84%-8.4pp |
| Employer contribution / active EE | $1,311 | $4,596-71.5% | $7,263-81.9% | $2,790-53.0% |
| Participant deferral / active EE | $4,146 | $6,491-36.1% | $9,520-56.5% | $4,249-2.4% |
| Admin fee / account holder | $7,878 | $24,035-67.2% | $25,146-68.7% | $8,951-12.0% |