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.
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 | $24,610 | $111,814-78.0% | $103,374-76.2% | $145,959-83.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.18% | 24.77%-16.6pp | 24.89%-16.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,365 | $4,214-67.6% | $3,869-64.7% | $4,661-70.7% |
| Participant deferral / active EE | $599 | $5,618-89.3% | $5,058-88.2% | $6,689-91.0% |
| Admin fee / account holder | $728 | $9,754-92.5% | $8,394-91.3% | $13,398-94.6% |