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 | $132,710 | $175,231-24.3% | $149,696-11.3% | $139,466-4.8% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 10.55% | 166.77%-156.2pp | 134.46%-123.9pp | 373.66%-363.1pp |
| Employer contribution / active EE | $12,041 | $5,478+119.8% | $4,821+149.8% | $4,754+153.3% |
| Participant deferral / active EE | $960 | $6,521-85.3% | $5,682-83.1% | $6,712-85.7% |
| Admin fee / account holder | $1,216 | $16,155-92.5% | $13,212-90.8% | $11,409-89.3% |