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 | $70,947 | $69,977+1.4% | $108,582-34.7% | $62,881+12.8% |
| Participation rate | 80.6% | 72.9%+7.7pp | 79.6%+1.0pp | 69.3%+11.3pp |
| Annual return | -2.77% | 10.73%-13.5pp | -51.70%+48.9pp | 20.14%-22.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,305 | $3,165-27.2% | $4,311-46.5% | $3,203-28.0% |
| Admin fee / account holder | $1,393 | $5,076-72.6% | $7,645-81.8% | $4,296-67.6% |