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 | $94,652 | $129,737-27.0% | $119,126-20.5% | $154,746-38.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.72% | 379.08%-371.4pp | 282.11%-274.4pp | 172.34%-164.6pp |
| Employer contribution / active EE | $3,186 | $4,375-27.2% | $4,034-21.0% | $4,379-27.2% |
| Participant deferral / active EE | $658 | $5,842-88.7% | $5,318-87.6% | $6,730-90.2% |
| Admin fee / account holder | $867 | $11,961-92.8% | $10,693-91.9% | $14,365-94.0% |