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 | $21,822 | $115,814-81.2% | $101,275-78.5% | $158,982-86.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 2.09% | 56.16%-54.1pp | 46.48%-44.4pp | 302.99%-300.9pp |
| Employer contribution / active EE | $7,588 | $4,176+81.7% | $3,660+107.3% | $4,763+59.3% |
| Participant deferral / active EE | $750 | $4,958-84.9% | $4,371-82.8% | $5,983-87.5% |
| Admin fee / account holder | $823 | $7,249-88.6% | $5,948-86.2% | $11,252-92.7% |