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 | $190,431 | $176,105+8.1% | $159,474+19.4% | $167,536+13.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.28% | 331.91%-322.6pp | 263.68%-254.4pp | 478.82%-469.5pp |
| Employer contribution / active EE | $656 | $5,299-87.6% | $4,831-86.4% | $4,839-86.4% |
| Participant deferral / active EE | $6,215 | $7,751-19.8% | $7,353-15.5% | $6,342-2.0% |
| Admin fee / account holder | $2,698 | $12,559-78.5% | $10,802-75.0% | $12,315-78.1% |