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 | $115,618 | $107,368+7.7% | $92,915+24.4% | $152,909-24.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -5.29% | 145.64%-150.9pp | 109.45%-114.7pp | 345.46%-350.8pp |
| Employer contribution / active EE | $22,024 | $4,222+421.6% | $3,653+502.8% | $4,764+362.3% |
| Participant deferral / active EE | $659 | $4,848-86.4% | $4,238-84.4% | $5,851-88.7% |
| Admin fee / account holder | $1,431 | $7,082-79.8% | $5,796-75.3% | $11,601-87.7% |