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 | $216,124 | $162,821+32.7% | $133,978+61.3% | $158,982+35.9% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 0.08% | 41.95%-41.9pp | 45.10%-45.0pp | 302.99%-302.9pp |
| Employer contribution / active EE | $1,393 | $4,976-72.0% | $3,919-64.5% | $4,763-70.8% |
| Participant deferral / active EE | $1,667 | $5,910-71.8% | $5,047-67.0% | $5,983-72.1% |
| Admin fee / account holder | $1,320 | $11,742-88.8% | $8,930-85.2% | $11,252-88.3% |