Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,191 | $126,519-76.1% | $106,201-71.6% | $145,959-79.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.13% | 225.10%-218.0pp | 116.26%-109.1pp | 561.95%-554.8pp |
| Employer contribution / active EE | $328 | $3,726-91.2% | $3,170-89.6% | $4,661-93.0% |
| Participant deferral / active EE | $6,621 | $5,716+15.8% | $5,012+32.1% | $6,689-1.0% |
| Admin fee / account holder | $1,426 | $17,312-91.8% | $11,039-87.1% | $13,398-89.4% |