Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,633 | $109,967-59.4% | $97,197-54.1% | $145,877-69.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.52% | 244.27%-237.7pp | 75.47%-68.9pp | 551.28%-544.8pp |
| Employer contribution / active EE | $3,983 | $3,077+29.5% | $2,723+46.3% | $4,663-14.6% |
| Participant deferral / active EE | $360 | $4,676-92.3% | $4,263-91.6% | $6,691-94.6% |
| Admin fee / account holder | $25,258 | $6,199+307.5% | $5,637+348.1% | $13,402+88.5% |