Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,379 | $160,070-77.3% | $147,117-75.3% | $145,897-75.1% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 4.26% | 98.69%-94.4pp | 420.54%-416.3pp | 552.29%-548.0pp |
| Employer contribution / active EE | $195 | $5,285-96.3% | $4,932-96.0% | $4,663-95.8% |
| Participant deferral / active EE | $7,002 | $8,419-16.8% | $8,065-13.2% | $6,689+4.7% |
| Admin fee / account holder | $1,595 | $15,035-89.4% | $12,993-87.7% | $13,390-88.1% |