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 | $22,694 | $107,341-78.9% | $92,897-75.6% | $152,870-85.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.53% | 145.59%-141.1pp | 109.42%-104.9pp | 345.34%-340.8pp |
| Employer contribution / active EE | $8,411 | $4,221+99.2% | $3,653+130.2% | $4,763+76.6% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $456 | $7,080-93.6% | $5,794-92.1% | $11,597-96.1% |