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 | $132,100 | $129,737+1.8% | $119,126+10.9% | $154,746-14.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.73% | 379.08%-370.3pp | 282.11%-273.4pp | 172.34%-163.6pp |
| Employer contribution / active EE | $892 | $4,375-79.6% | $4,034-77.9% | $4,379-79.6% |
| Participant deferral / active EE | $5,351 | $5,842-8.4% | $5,318+0.6% | $6,730-20.5% |
| Admin fee / account holder | $1,295 | $11,961-89.2% | $10,693-87.9% | $14,365-91.0% |