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 | $78,000 | $114,119-31.7% | $107,187-27.2% | $138,895-43.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 9.29% | 273.21%-263.9pp | 204.55%-195.3pp | 145.39%-136.1pp |
| Employer contribution / active EE | $230 | $4,059-94.3% | $3,782-93.9% | $4,194-94.5% |
| Participant deferral / active EE | $5,870 | $5,538+6.0% | $5,096+15.2% | $6,396-8.2% |
| Admin fee / account holder | $4,632 | $10,024-53.8% | $9,162-49.4% | $12,562-63.1% |