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 | $196,385 | $217,432-9.7% | $185,851+5.7% | $167,553+17.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.35% | 148.43%-143.1pp | 122.11%-116.8pp | 478.89%-473.5pp |
| Employer contribution / active EE | $863 | $5,874-85.3% | $5,168-83.3% | $4,840-82.2% |
| Participant deferral / active EE | $10,651 | $6,357+67.5% | $5,569+91.3% | $6,343+67.9% |
| Admin fee / account holder | $990 | $19,820-95.0% | $16,245-93.9% | $12,316-92.0% |