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 | $73,666 | $114,119-35.4% | $107,187-31.3% | $138,895-47.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 79.9%+10.1pp |
| Annual return | 6.69% | 273.21%-266.5pp | 204.55%-197.9pp | 145.39%-138.7pp |
| Employer contribution / active EE | $24,984 | $4,059+515.6% | $3,782+560.6% | $4,194+495.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $25,801 | $10,024+157.4% | $9,162+181.6% | $12,562+105.4% |