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 | $31,156 | $202,342-84.6% | $172,752-82.0% | $152,897-79.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 5.18% | 1029.83%-1024.6pp | 802.97%-797.8pp | 345.43%-340.3pp |
| Employer contribution / active EE | $672 | $5,858-88.5% | $5,144-86.9% | $4,764-85.9% |
| Participant deferral / active EE | $2,677 | $5,948-55.0% | $5,198-48.5% | $5,851-54.2% |
| Admin fee / account holder | $751 | $17,111-95.6% | $13,955-94.6% | $11,599-93.5% |