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 | $37,719 | $78,423-51.9% | $95,964-60.7% | $79,856-52.8% |
| Participation rate | 86.3% | 73.5%+12.8pp | 77.1%+9.2pp | 69.6%+16.7pp |
| Annual return | 5.47% | 19.37%-13.9pp | 91.64%-86.2pp | 31.71%-26.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,638 | $3,440-23.3% | $4,167-36.7% | $3,741-29.5% |
| Admin fee / account holder | $1,592 | $5,622-71.7% | $6,797-76.6% | $5,306-70.0% |