Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $74,599 | $138,076-46.0% | $123,553-39.6% | $135,380-44.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.24% | 153.70%-165.9pp | 119.21%-131.4pp | 519.81%-532.0pp |
| Employer contribution / active EE | $770 | $5,152-85.1% | $4,628-83.4% | $4,779-83.9% |
| Participant deferral / active EE | $17,407 | $6,800+156.0% | $6,426+170.9% | $5,609+210.3% |
| Admin fee / account holder | $1,310 | $10,917-88.0% | $9,284-85.9% | $10,828-87.9% |