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 | $21,606 | $112,300-80.8% | $90,223-76.1% | $125,389-82.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -7.54% | -0.57%-7.0pp | 1.31%-8.9pp | 282.24%-289.8pp |
| Employer contribution / active EE | $1,268 | $5,181-75.5% | $4,378-71.0% | $4,866-73.9% |
| Participant deferral / active EE | $1,725 | $6,733-74.4% | $5,792-70.2% | $5,352-67.8% |
| Admin fee / account holder | $405 | $10,990-96.3% | $7,406-94.5% | $9,541-95.8% |