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 | $74,977 | $178,174-57.9% | $156,181-52.0% | $137,256-45.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.50% | 84.19%-76.7pp | 64.87%-57.4pp | 220.34%-212.8pp |
| Employer contribution / active EE | $2,913 | $4,972-41.4% | $4,294-32.2% | $4,156-29.9% |
| Participant deferral / active EE | $2,025 | $6,888-70.6% | $6,132-67.0% | $6,407-68.4% |
| Admin fee / account holder | $7,981 | $17,404-54.1% | $14,586-45.3% | $12,270-35.0% |