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 | $57,242 | $87,546-34.6% | $75,784-24.5% | $125,389-54.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.54% | 13.49%-18.0pp | 9.68%-14.2pp | 282.24%-286.8pp |
| Employer contribution / active EE | $12,672 | $3,930+222.4% | $3,323+281.3% | $4,866+160.4% |
| Participant deferral / active EE | $386 | $4,230-90.9% | $3,652-89.4% | $5,352-92.8% |
| Admin fee / account holder | $7,289 | $6,503+12.1% | $5,300+37.5% | $9,541-23.6% |