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 | $55,181 | $58,587-5.8% | $83,322-33.8% | $64,173-14.0% |
| Participation rate | 70.3% | 72.0%-1.8pp | 77.8%-7.5pp | 69.6%+0.7pp |
| Annual return | -20.69% | 9.65%-30.3pp | 10.64%-31.3pp | 7.63%-28.3pp |
| Employer contribution / active EE | $1,041 | $2,098-50.4% | $3,379-69.2% | $2,381-56.3% |
| Participant deferral / active EE | $1,202 | $4,654-74.2% | $5,565-78.4% | $3,470-65.4% |
| Admin fee / account holder | $670 | $9,279-92.8% | $7,540-91.1% | $4,887-86.3% |