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 | $53,406 | $68,097-21.6% | $62,929-15.1% | $137,256-61.1% |
| Participation rate | 95.8% | 77.4%+18.4pp | 73.1%+22.7pp | 80.0%+15.9pp |
| Annual return | 9.41% | 1859.11%-1849.7pp | 1063.93%-1054.5pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,701 | $2,811-39.5% | $2,505-32.1% | $4,156-59.1% |
| Participant deferral / active EE | $425 | $4,553-90.7% | $3,888-89.1% | $6,407-93.4% |
| Admin fee / account holder | $2,426 | $6,521-62.8% | $5,065-52.1% | $12,270-80.2% |