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 | $55,541 | $63,346-12.3% | $92,240-39.8% | $70,126-20.8% |
| Participation rate | 96.2% | 68.7%+27.6pp | 76.5%+19.7pp | 69.5%+26.7pp |
| Annual return | 12.19% | 530.19%-518.0pp | 176.29%-164.1pp | 73.15%-61.0pp |
| Employer contribution / active EE | $7,606 | $2,471+207.8% | $3,680+106.7% | $2,343+224.7% |
| Participant deferral / active EE | $1,104 | $2,854-61.3% | $3,897-71.7% | $3,332-66.9% |
| Admin fee / account holder | $6,880 | $3,841+79.1% | $5,194+32.5% | $4,645+48.1% |