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 | $170,105 | $154,228+10.3% | $145,433+17.0% | $137,256+23.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.82% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,492 | $4,804-68.9% | $4,554-67.2% | $4,156-64.1% |
| Participant deferral / active EE | $2,110 | $8,216-74.3% | $7,897-73.3% | $6,407-67.1% |
| Admin fee / account holder | $83,035 | $14,344+478.9% | $13,129+532.5% | $12,270+576.7% |