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 | $101,276 | $123,898-18.3% | $116,538-13.1% | $155,188-34.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 4.73% | 16.04%-11.3pp | 17.97%-13.2pp | 148.84%-144.1pp |
| Employer contribution / active EE | $7,953 | $4,739+67.8% | $4,541+75.1% | $4,248+87.2% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,105 | $9,174-66.2% | $8,737-64.5% | $14,480-78.6% |