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 | $120,112 | $112,121+7.1% | $95,960+25.2% | $158,966-24.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -9.27% | 171.16%-180.4pp | 91.63%-100.9pp | 302.95%-312.2pp |
| Employer contribution / active EE | $22,892 | $3,199+615.6% | $2,541+800.8% | $4,762+380.7% |
| Participant deferral / active EE | $43 | $4,784-99.1% | $4,167-99.0% | $5,983-99.3% |
| Admin fee / account holder | $7,298 | $10,135-28.0% | $6,797+7.4% | $11,250-35.1% |