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.
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 | $52,775 | $54,380-3.0% | $68,509-23.0% | $59,633-11.5% |
| Participation rate | 86.6% | 70.2%+16.4pp | 74.7%+11.8pp | 68.7%+17.9pp |
| Annual return | -3.28% | 2.83%-6.1pp | 8.27%-11.5pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,527 | $2,643-42.2% | $3,382-54.9% | $3,192-52.2% |
| Admin fee / account holder | $467 | $3,885-88.0% | $5,275-91.1% | $4,297-89.1% |