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 | $35,209 | $88,702-60.3% | $81,780-56.9% | $145,978-75.9% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 8.54% | 1029.12%-1020.6pp | 776.27%-767.7pp | 550.52%-542.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,651 | $4,645-42.9% | $4,321-38.6% | $6,690-60.4% |
| Admin fee / account holder | $2,962 | $8,414-64.8% | $7,384-59.9% | $13,400-77.9% |