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 | $80,284 | $81,262-1.2% | $155,602-48.4% | $80,911-0.8% |
| Participation rate | 80.6% | 66.2%+14.3pp | 78.2%+2.4pp | 67.6%+12.9pp |
| Annual return | 6.79% | 33.34%-26.6pp | 64.81%-58.0pp | 35.63%-28.8pp |
| Employer contribution / active EE | $306 | $3,102-90.2% | $4,675-93.5% | $2,756-88.9% |
| Participant deferral / active EE | $4,168 | $3,451+20.8% | $5,629-25.9% | $4,297-3.0% |
| Admin fee / account holder | $5,736 | $7,992-28.2% | $15,923-64.0% | $6,935-17.3% |