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 | $30,038 | $56,894-47.2% | $84,753-64.6% | $62,881-52.2% |
| Participation rate | 80.6% | 68.5%+12.1pp | 76.6%+4.1pp | 69.3%+11.3pp |
| Annual return | 3.66% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,645 | $2,709-39.3% | $3,712-55.7% | $3,203-48.7% |
| Admin fee / account holder | $2,231 | $3,581-37.7% | $5,333-58.2% | $4,296-48.1% |