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 | $212,560 | $88,702+139.6% | $81,780+159.9% | $145,978+45.6% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 5.61% | 1029.12%-1023.5pp | 776.27%-770.7pp | 550.52%-544.9pp |
| Employer contribution / active EE | $10,374 | $3,084+236.3% | $2,914+256.0% | $4,662+122.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,042 | $8,414-75.7% | $7,384-72.3% | $13,400-84.8% |