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 | $59,966 | $105,284-43.0% | $150,734-60.2% | $94,015-36.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 5.11% | 15.67%-10.6pp | 600.81%-595.7pp | 17.84%-12.7pp |
| Employer contribution / active EE | $3,787 | $3,599+5.2% | $4,918-23.0% | $2,790+35.7% |
| Participant deferral / active EE | $1,403 | $4,274-67.2% | $5,610-75.0% | $4,249-67.0% |
| Admin fee / account holder | $1,396 | $9,839-85.8% | $14,905-90.6% | $8,951-84.4% |