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 | $136,588 | $211,946-35.6% | $169,452-19.4% | $135,382+0.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.50% | 3.26%-12.8pp | 1.83%-11.3pp | 519.77%-529.3pp |
| Employer contribution / active EE | $1,622 | $5,117-68.3% | $4,157-61.0% | $4,779-66.1% |
| Participant deferral / active EE | $899 | $6,075-85.2% | $5,277-83.0% | $5,609-84.0% |
| Admin fee / account holder | $1,892 | $11,472-83.5% | $9,110-79.2% | $10,829-82.5% |