Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $74,855 | $61,815+21.1% | $97,295-23.1% | $80,959-7.5% |
| Participation rate | 91.7% | 63.5%+28.2pp | 72.7%+19.0pp | 67.7%+24.0pp |
| Annual return | 0.15% | -558.73%+558.9pp | 75.62%-75.5pp | 35.67%-35.5pp |
| Employer contribution / active EE | $6,417 | $1,836+249.4% | $2,723+135.7% | $2,757+132.7% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,870 | $5,166-25.1% | $5,646-31.5% | $6,925-44.1% |