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 | $83,876 | $97,732-14.2% | $83,831+0.1% | $135,380-38.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -10.53% | 1287.56%-1298.1pp | 850.99%-861.5pp | 519.81%-530.3pp |
| Employer contribution / active EE | $670 | $4,222-84.1% | $3,631-81.5% | $4,779-86.0% |
| Participant deferral / active EE | $3,502 | $4,683-25.2% | $4,082-14.2% | $5,609-37.6% |
| Admin fee / account holder | $905 | $6,675-86.4% | $5,479-83.5% | $10,828-91.6% |