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 | $56,113 | $160,070-64.9% | $147,117-61.9% | $145,897-61.5% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 8.95% | 98.69%-89.7pp | 420.54%-411.6pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,465 | $5,285-53.4% | $4,932-50.0% | $4,663-47.1% |
| Participant deferral / active EE | $2,321 | $8,419-72.4% | $8,065-71.2% | $6,689-65.3% |
| Admin fee / account holder | $2,040 | $15,035-86.4% | $12,993-84.3% | $13,390-84.8% |