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 | $172,051 | $154,209+11.6% | $130,062+32.3% | $139,487+23.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 8.61% | 32.52%-23.9pp | -137.37%+146.0pp | 373.84%-365.2pp |
| Employer contribution / active EE | $1,205 | $5,292-77.2% | $4,322-72.1% | $4,755-74.7% |
| Participant deferral / active EE | $1,724 | $6,709-74.3% | $5,821-70.4% | $6,713-74.3% |
| Admin fee / account holder | $938 | $13,988-93.3% | $10,601-91.2% | $11,407-91.8% |