Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,392 | $92,766-91.0% | $82,763-89.9% | $134,545-93.8% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.7pp | 81.2%+14.0pp |
| Annual return | -25.70% | 946.97%-972.7pp | 702.45%-728.1pp | 418.37%-444.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,916 | $4,802+2.4% | $4,395+11.8% | $6,401-23.2% |
| Admin fee / account holder | $509 | $5,978-91.5% | $5,325-90.4% | $11,431-95.5% |