Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,600 | $111,535-90.5% | $105,223-89.9% | $137,256-92.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.16% | 237.85%-228.7pp | 180.65%-171.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $2,471 | $3,939-37.3% | $3,689-33.0% | $4,156-40.6% |
| Participant deferral / active EE | $174 | $5,500-96.8% | $5,072-96.6% | $6,407-97.3% |
| Admin fee / account holder | $1,301 | $9,721-86.6% | $8,859-85.3% | $12,270-89.4% |