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 | $116,427 | $59,834+94.6% | $79,576+46.3% | $68,495+70.0% |
| Participation rate | 90.6% | 61.1%+29.6pp | 69.5%+21.1pp | 67.9%+22.7pp |
| Annual return | -21.09% | -12.30%-8.8pp | 0.15%-21.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,779 | $3,024+190.3% | $3,985+120.3% | $4,028+118.0% |
| Admin fee / account holder | $3,543 | $4,835-26.7% | $6,834-48.2% | $5,403-34.4% |