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 | $41,368 | $72,404-42.9% | $110,243-62.5% | $64,173-35.5% |
| Participation rate | 90.5% | 73.3%+17.2pp | 79.8%+10.7pp | 69.6%+21.0pp |
| Annual return | -8.10% | -6.29%-1.8pp | 314.76%-322.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,129 | $2,282-6.7% | $3,827-44.4% | $2,381-10.6% |
| Participant deferral / active EE | $1,476 | $3,469-57.4% | $4,672-68.4% | $3,470-57.5% |
| Admin fee / account holder | $2,635 | $5,664-53.5% | $8,548-69.2% | $4,887-46.1% |