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 | $132,767 | $154,209-13.9% | $130,062+2.1% | $139,487-4.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.48% | 32.52%-29.0pp | -137.37%+140.9pp | 373.84%-370.4pp |
| Employer contribution / active EE | $706 | $5,292-86.7% | $4,322-83.7% | $4,755-85.2% |
| Participant deferral / active EE | $3,382 | $6,709-49.6% | $5,821-41.9% | $6,713-49.6% |
| Admin fee / account holder | $10,047 | $13,988-28.2% | $10,601-5.2% | $11,407-11.9% |