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 | $159,957 | $157,276+1.7% | $141,177+13.3% | $152,885+4.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.36% | 64.33%-53.0pp | 71.40%-60.0pp | 345.39%-334.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,321 | $7,110-25.2% | $6,710-20.7% | $5,851-9.1% |
| Admin fee / account holder | $20,369 | $12,123+68.0% | $10,263+98.5% | $11,598+75.6% |