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 | $97,896 | $150,435-34.9% | $120,580-18.8% | $145,897-32.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 3.45% | 154.60%-151.2pp | 107.48%-104.0pp | 552.29%-548.8pp |
| Employer contribution / active EE | $910 | $4,352-79.1% | $3,469-73.8% | $4,663-80.5% |
| Participant deferral / active EE | $926 | $6,174-85.0% | $4,995-81.5% | $6,689-86.2% |
| Admin fee / account holder | $1,101 | $12,182-91.0% | $9,418-88.3% | $13,390-91.8% |