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 | $49,438 | $126,519-60.9% | $106,201-53.4% | $145,959-66.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -28.87% | 225.10%-254.0pp | 116.26%-145.1pp | 561.95%-590.8pp |
| Employer contribution / active EE | $1,037 | $3,726-72.2% | $3,170-67.3% | $4,661-77.8% |
| Participant deferral / active EE | $515 | $5,716-91.0% | $5,012-89.7% | $6,689-92.3% |
| Admin fee / account holder | $3,992 | $17,312-76.9% | $11,039-63.8% | $13,398-70.2% |