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 | $155,267 | $176,794-12.2% | $146,647+5.9% | $167,553-7.3% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | -12.42% | 24.04%-36.5pp | 22.75%-35.2pp | 478.89%-491.3pp |
| Employer contribution / active EE | $1,601 | $5,161-69.0% | $4,137-61.3% | $4,840-66.9% |
| Participant deferral / active EE | $1,628 | $6,440-74.7% | $5,506-70.4% | $6,343-74.3% |
| Admin fee / account holder | $2,196 | $13,262-83.4% | $10,281-78.6% | $12,316-82.2% |