Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $88,055 | $72,403+21.6% | $67,524+30.4% | $145,978-39.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 5.58% | 7197.23%-7191.6pp | 3519.41%-3513.8pp | 550.52%-544.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,739 | $4,782+187.3% | $4,001+243.4% | $6,690+105.4% |
| Admin fee / account holder | $459 | $5,541-91.7% | $4,001-88.5% | $13,400-96.6% |