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 | $217,973 | $111,301+95.8% | $112,977+92.9% | $158,982+37.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | -3.96% | 26.40%-30.4pp | 24.24%-28.2pp | 302.99%-306.9pp |
| Employer contribution / active EE | $12,790 | $4,471+186.0% | $4,255+200.6% | $4,763+168.5% |
| Participant deferral / active EE | $1,656 | $5,880-71.8% | $5,836-71.6% | $5,983-72.3% |
| Admin fee / account holder | $2,804 | $8,392-66.6% | $6,294-55.5% | $11,252-75.1% |