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 | $62,244 | $209,425-70.3% | $178,499-65.1% | $158,966-60.8% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | -2.42% | 188.80%-191.2pp | 151.10%-153.5pp | 302.95%-305.4pp |
| Employer contribution / active EE | $1,013 | $5,707-82.3% | $5,011-79.8% | $4,762-78.7% |
| Participant deferral / active EE | $4,628 | $5,955-22.3% | $5,202-11.0% | $5,983-22.7% |
| Admin fee / account holder | $1,112 | $17,078-93.5% | $13,986-92.1% | $11,250-90.1% |