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 | $37,763 | $95,895-60.6% | $79,576-52.5% | $134,509-71.9% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -21.94% | -2.72%-19.2pp | 0.15%-22.1pp | 418.13%-440.1pp |
| Employer contribution / active EE | $495 | $3,128-84.2% | $2,413-79.5% | $4,741-89.6% |
| Participant deferral / active EE | $3,581 | $4,693-23.7% | $3,985-10.2% | $6,400-44.1% |
| Admin fee / account holder | $719 | $9,129-92.1% | $6,834-89.5% | $11,427-93.7% |