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 | $129,624 | $105,158+23.3% | $94,672+36.9% | $139,487-7.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 11.99% | 38.11%-26.1pp | 156.89%-144.9pp | 373.84%-361.9pp |
| Employer contribution / active EE | $481 | $4,107-88.3% | $3,673-86.9% | $4,755-89.9% |
| Participant deferral / active EE | $698 | $7,599-90.8% | $7,417-90.6% | $6,713-89.6% |
| Admin fee / account holder | $2,012 | $8,972-77.6% | $7,222-72.1% | $11,407-82.4% |