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 | $225,797 | $197,603+14.3% | $177,827+27.0% | $158,950+42.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.60% | 58.76%-53.2pp | 48.32%-42.7pp | 302.91%-297.3pp |
| Employer contribution / active EE | $3,590 | $6,698-46.4% | $5,918-39.3% | $4,762-24.6% |
| Participant deferral / active EE | $2,625 | $8,404-68.8% | $7,713-66.0% | $5,983-56.1% |
| Admin fee / account holder | $81,817 | $15,402+431.2% | $12,429+558.3% | $11,248+627.4% |