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 | $108,276 | $175,259-38.2% | $149,723-27.7% | $139,487-22.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 7.29% | 166.82%-159.5pp | 134.50%-127.2pp | 373.84%-366.6pp |
| Employer contribution / active EE | $536 | $5,478-90.2% | $4,821-88.9% | $4,755-88.7% |
| Participant deferral / active EE | $2,095 | $6,522-67.9% | $5,682-63.1% | $6,713-68.8% |
| Admin fee / account holder | $2,406 | $16,158-85.1% | $13,215-81.8% | $11,407-78.9% |