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.
Employer 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 | $110,172 | $180,462-38.9% | $154,111-28.5% | $135,379-18.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.49% | 888.17%-898.7pp | 735.18%-745.7pp | 519.79%-530.3pp |
| Employer contribution / active EE | $716 | $6,036-88.1% | $5,298-86.5% | $4,779-85.0% |
| Participant deferral / active EE | $4,403 | $5,806-24.2% | $5,081-13.3% | $5,609-21.5% |
| Admin fee / account holder | $4,701 | $16,145-70.9% | $13,411-64.9% | $10,828-56.6% |