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 | $134,601 | $102,385+31.5% | $147,080-8.5% | $80,935+66.3% |
| Participation rate | 89.2% | 75.9%+13.4pp | 82.2%+7.0pp | 67.7%+21.6pp |
| Annual return | 3.81% | 135.09%-131.3pp | 420.17%-416.4pp | 35.66%-31.9pp |
| Employer contribution / active EE | $5,462 | $3,717+47.0% | $4,933+10.7% | $2,757+98.1% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,931 | $7,951-38.0% | $12,989-62.0% | $6,924-28.8% |