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 | $212,466 | $100,139+112.2% | $85,187+149.4% | $145,884+45.6% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 7.19% | 84.15%-77.0pp | 66.67%-59.5pp | 551.85%-544.7pp |
| Employer contribution / active EE | $19,191 | $3,238+492.7% | $2,732+602.4% | $4,662+311.6% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $661 | $7,262-90.9% | $6,162-89.3% | $13,392-95.1% |