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 | $80,736 | $102,429-21.2% | $147,096-45.1% | $80,925-0.2% |
| Participation rate | 75.7% | 75.9%-0.2pp | 82.2%-6.5pp | 67.7%+8.0pp |
| Annual return | 8.63% | 135.02%-126.4pp | 419.75%-411.1pp | 35.65%-27.0pp |
| Employer contribution / active EE | $892 | $3,716-76.0% | $4,936-81.9% | $2,756-67.6% |
| Participant deferral / active EE | $1,029 | $6,649-84.5% | $8,071-87.3% | $4,299-76.1% |
| Admin fee / account holder | $580 | $7,957-92.7% | $13,005-95.5% | $6,940-91.6% |