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 | $94,764 | $160,028-40.8% | $147,080-35.6% | $145,884-35.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.92% | 98.60%-91.7pp | 420.17%-413.2pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,266 | $5,286-76.0% | $4,933-74.3% | $4,662-72.8% |
| Participant deferral / active EE | $1,213 | $8,422-85.6% | $8,066-85.0% | $6,690-81.9% |
| Admin fee / account holder | $1,444 | $15,030-90.4% | $12,989-88.9% | $13,392-89.2% |