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 | $13,166 | $172,111-92.4% | $150,298-91.2% | $137,256-90.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.26% | 69.37%-62.1pp | 62.79%-55.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $2,453 | $4,636-47.1% | $4,154-40.9% | $4,156-41.0% |
| Participant deferral / active EE | $1,016 | $6,166-83.5% | $5,453-81.4% | $6,407-84.1% |
| Admin fee / account holder | $265,836 | $16,471+1514.0% | $14,116+1783.3% | $12,270+2066.5% |