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 | $50,421 | $56,894-11.4% | $84,753-40.5% | $62,881-19.8% |
| Participation rate | 96.8% | 68.5%+28.2pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | -3.98% | 6.30%-10.3pp | 22.78%-26.8pp | 20.14%-24.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $72 | $2,709-97.3% | $3,712-98.1% | $3,203-97.8% |
| Admin fee / account holder | $2,503 | $3,581-30.1% | $5,333-53.1% | $4,296-41.7% |