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 | $131,715 | $131,835-0.1% | $108,582+21.3% | $273,972-51.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.95% | -91.57%+88.6pp | -51.70%+48.7pp | 41.46%-44.4pp |
| Employer contribution / active EE | $6,667 | $4,913+35.7% | $3,758+77.4% | $4,869+36.9% |
| Participant deferral / active EE | $34 | $5,127-99.3% | $4,311-99.2% | $5,287-99.4% |
| Admin fee / account holder | $1,158 | $10,253-88.7% | $7,645-84.9% | $10,133-88.6% |