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 | $66,825 | $102,422-34.8% | $147,117-54.6% | $80,959-17.5% |
| Participation rate | 79.3% | 75.9%+3.4pp | 82.2%-2.9pp | 67.7%+11.6pp |
| Annual return | 10.88% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $3,448 | $3,717-7.2% | $4,932-30.1% | $2,757+25.1% |
| Participant deferral / active EE | $2,302 | $6,652-65.4% | $8,065-71.5% | $4,300-46.5% |
| Admin fee / account holder | $25,552 | $7,953+221.3% | $12,993+96.7% | $6,925+269.0% |