Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,540 | $83,908-44.5% | $68,509-32.1% | $125,389-62.9% |
| Participation rate | 76.5% | 78.2%-1.7pp | 74.7%+1.7pp | 83.2%-6.7pp |
| Annual return | -3.73% | 14.48%-18.2pp | 8.27%-12.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $855 | $3,031-71.8% | $2,278-62.5% | $4,866-82.4% |
| Participant deferral / active EE | $1,021 | $4,125-75.2% | $3,382-69.8% | $5,352-80.9% |
| Admin fee / account holder | $7,916 | $8,982-11.9% | $5,275+50.1% | $9,541-17.0% |