Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $229,611 | $202,345+13.5% | $172,755+32.9% | $152,885+50.2% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 11.33% | 1029.77%-1018.4pp | 802.94%-791.6pp | 345.39%-334.1pp |
| Employer contribution / active EE | $1,066 | $5,858-81.8% | $5,144-79.3% | $4,763-77.6% |
| Participant deferral / active EE | $3,855 | $5,948-35.2% | $5,198-25.8% | $5,851-34.1% |
| Admin fee / account holder | $1,541 | $17,111-91.0% | $13,955-89.0% | $11,598-86.7% |