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 | $205,355 | $160,059+28.3% | $140,019+46.7% | $135,380+51.7% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -10.56% | 911.48%-922.0pp | 651.17%-661.7pp | 519.81%-530.4pp |
| Employer contribution / active EE | $218 | $6,420-96.6% | $5,605-96.1% | $4,779-95.4% |
| Participant deferral / active EE | $9,518 | $7,641+24.6% | $6,927+37.4% | $5,609+69.7% |
| Admin fee / account holder | $1,081 | $13,328-91.9% | $10,705-89.9% | $10,828-90.0% |