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.
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 | $66,867 | $114,093-41.4% | $96,171-30.5% | $167,536-60.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 7.68% | 190.00%-182.3pp | 192.04%-184.4pp | 478.82%-471.1pp |
| Employer contribution / active EE | $94 | $3,429-97.3% | $2,799-96.6% | $4,839-98.1% |
| Participant deferral / active EE | $5,302 | $5,197+2.0% | $4,350+21.9% | $6,342-16.4% |
| Admin fee / account holder | $860 | $6,899-87.5% | $5,538-84.5% | $12,315-93.0% |