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 | $10,279 | $90,614-88.7% | $76,089-86.5% | $145,877-93.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | -2.96% | 623.80%-626.8pp | 360.94%-363.9pp | 551.28%-554.2pp |
| Employer contribution / active EE | $260 | $3,324-92.2% | $2,690-90.3% | $4,663-94.4% |
| Participant deferral / active EE | $2,181 | $5,168-57.8% | $4,259-48.8% | $6,691-67.4% |
| Admin fee / account holder | $1,986 | $8,376-76.3% | $6,418-69.1% | $13,402-85.2% |