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 | $159,284 | $209,428-23.9% | $178,498-10.8% | $158,950+0.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.50% | 188.78%-188.3pp | 151.09%-150.6pp | 302.91%-302.4pp |
| Employer contribution / active EE | $989 | $5,707-82.7% | $5,011-80.3% | $4,762-79.2% |
| Participant deferral / active EE | $6,594 | $5,955+10.7% | $5,202+26.8% | $5,983+10.2% |
| Admin fee / account holder | $280,596 | $17,077+1543.1% | $13,985+1906.3% | $11,248+2394.6% |