Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $137,798 | $159,978-13.9% | $147,041-6.3% | $145,978-5.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.53% | 98.36%-99.9pp | 419.21%-420.7pp | 550.52%-552.1pp |
| Employer contribution / active EE | $3 | $5,288-100.0% | $4,935-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $2,602 | $8,429-69.1% | $8,071-67.8% | $6,690-61.1% |
| Admin fee / account holder | $3,891 | $15,053-74.2% | $13,006-70.1% | $13,400-71.0% |