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.
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 | $20,067 | $183,592-89.1% | $155,574-87.1% | $145,877-86.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.90% | 61.37%-53.5pp | 64.87%-57.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $2,084 | $5,317-60.8% | $4,676-55.4% | $4,663-55.3% |
| Participant deferral / active EE | $136 | $6,466-97.9% | $5,629-97.6% | $6,691-98.0% |
| Admin fee / account holder | $1,782 | $19,316-90.8% | $15,914-88.8% | $13,402-86.7% |