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 | $107,642 | $212,386-49.3% | $199,883-46.1% | $138,895-22.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 6.27% | 47.75%-41.5pp | 43.81%-37.5pp | 145.39%-139.1pp |
| Employer contribution / active EE | $2,739 | $6,625-58.6% | $6,261-56.2% | $4,194-34.7% |
| Participant deferral / active EE | $2,764 | $9,617-71.3% | $9,138-69.8% | $6,396-56.8% |
| Admin fee / account holder | $93,730 | $18,233+414.1% | $17,268+442.8% | $12,562+646.1% |