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 | $60,041 | $202,345-70.3% | $172,755-65.2% | $152,885-60.7% |
| Participation rate | 73.7% | 87.1%-13.4pp | 82.6%-9.0pp | 82.5%-8.8pp |
| Annual return | 2.58% | 1029.77%-1027.2pp | 802.94%-800.4pp | 345.39%-342.8pp |
| Employer contribution / active EE | $652 | $5,858-88.9% | $5,144-87.3% | $4,763-86.3% |
| Participant deferral / active EE | $3,712 | $5,948-37.6% | $5,198-28.6% | $5,851-36.6% |
| Admin fee / account holder | $1,349 | $17,111-92.1% | $13,955-90.3% | $11,598-88.4% |