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 | $45,670 | $202,342-77.4% | $172,753-73.6% | $152,909-70.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | -2.06% | 1029.88%-1031.9pp | 803.00%-805.1pp | 345.46%-347.5pp |
| Employer contribution / active EE | $1,089 | $5,857-81.4% | $5,144-78.8% | $4,764-77.1% |
| Participant deferral / active EE | $2,198 | $5,948-63.1% | $5,198-57.7% | $5,851-62.4% |
| Admin fee / account holder | $428 | $17,112-97.5% | $13,956-96.9% | $11,601-96.3% |