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 | $72,260 | $165,381-56.3% | $149,730-51.7% | $158,966-54.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.81% | 348.29%-343.5pp | 276.70%-271.9pp | 302.95%-298.1pp |
| Employer contribution / active EE | $3,821 | $5,104-25.1% | $4,645-17.8% | $4,762-19.8% |
| Participant deferral / active EE | $1,817 | $7,182-74.7% | $6,843-73.5% | $5,983-69.6% |
| Admin fee / account holder | $481 | $10,809-95.6% | $9,310-94.8% | $11,250-95.7% |