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 | $64,433 | $86,288-25.3% | $111,306-42.1% | $85,851-24.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -21.32% | 19.99%-41.3pp | 54.67%-76.0pp | 318.63%-340.0pp |
| Employer contribution / active EE | $9,077 | $2,044+344.1% | $2,732+232.2% | $2,565+253.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,637 | $8,189-67.8% | $7,966-66.9% | $6,261-57.9% |