Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,305 | $160,070-88.6% | $147,117-87.6% | $145,897-87.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 7.30% | 98.69%-91.4pp | 420.54%-413.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,066 | $5,285-79.8% | $4,932-78.4% | $4,663-77.1% |
| Participant deferral / active EE | $2,054 | $8,419-75.6% | $8,065-74.5% | $6,689-69.3% |
| Admin fee / account holder | $1,624 | $15,035-89.2% | $12,993-87.5% | $13,390-87.9% |