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 | $27,262 | $77,472-64.8% | $100,415-72.9% | $80,959-66.3% |
| Participation rate | 90.2% | 76.9%+13.2pp | 81.5%+8.7pp | 67.7%+22.5pp |
| Annual return | 10.02% | 37.26%-27.2pp | 49.47%-39.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,230 | $6,818-52.6% | $8,091-60.1% | $4,300-24.9% |
| Admin fee / account holder | $1,008 | $5,885-82.9% | $7,906-87.3% | $6,925-85.4% |