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 | $109,384 | $125,797-13.0% | $170,043-35.7% | $75,173+45.5% |
| Participation rate | 74.3% | 83.6%-9.3pp | 87.0%-12.7pp | 67.2%+7.1pp |
| Annual return | 10.78% | 27.20%-16.4pp | 53.40%-42.6pp | 160.72%-149.9pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,438 | $6,838-35.1% | $10,410-57.4% | $4,126+7.6% |
| Admin fee / account holder | $7,785 | $8,177-4.8% | $12,824-39.3% | $5,651+37.8% |