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 | $167,965 | $148,623+13.0% | $135,974+23.5% | $139,466+20.4% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 10.91% | 79.30%-68.4pp | 68.30%-57.4pp | 373.66%-362.7pp |
| Employer contribution / active EE | $2,320 | $5,246-55.8% | $4,859-52.2% | $4,754-51.2% |
| Participant deferral / active EE | $1,798 | $8,103-77.8% | $7,760-76.8% | $6,712-73.2% |
| Admin fee / account holder | $3,063 | $12,406-75.3% | $10,767-71.6% | $11,409-73.2% |