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 | $87,308 | $183,539-52.4% | $155,556-43.9% | $145,897-40.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 6.53% | 61.31%-54.8pp | 64.84%-58.3pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,473 | $5,315-72.3% | $4,675-68.5% | $4,663-68.4% |
| Participant deferral / active EE | $1,626 | $6,467-74.9% | $5,631-71.1% | $6,689-75.7% |
| Admin fee / account holder | $795 | $19,275-95.9% | $15,885-95.0% | $13,390-94.1% |