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.
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 | $164,402 | $167,362-1.8% | $143,799+14.3% | $134,532+22.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.46% | 0.47%-21.9pp | -0.04%-21.4pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,094 | $5,620-80.5% | $4,952-77.9% | $4,741-76.9% |
| Participant deferral / active EE | $8,077 | $6,447+25.3% | $5,638+43.3% | $6,401+26.2% |
| Admin fee / account holder | $3,679 | $18,094-79.7% | $14,677-74.9% | $11,429-67.8% |