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.
Participant 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 | $77,145 | $185,856-58.5% | $170,028-54.6% | $139,456-44.7% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 10.27% | 60.52%-50.3pp | 53.39%-43.1pp | 373.45%-363.2pp |
| Employer contribution / active EE | $7,424 | $7,593-2.2% | $6,788+9.4% | $4,753+56.2% |
| Participant deferral / active EE | $3,000 | $11,623-74.2% | $10,409-71.2% | $6,711-55.3% |
| Admin fee / account holder | $5,638 | $15,387-63.4% | $12,820-56.0% | $11,407-50.6% |