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 | $32,086 | $59,819-46.4% | $79,583-59.7% | $68,490-53.2% |
| Participation rate | 73.8% | 61.1%+12.7pp | 69.5%+4.3pp | 67.9%+5.9pp |
| Annual return | -23.40% | -12.30%-11.1pp | 0.16%-23.6pp | -7.85%-15.5pp |
| Employer contribution / active EE | $7,492 | $1,505+397.7% | $2,414+210.4% | $2,597+188.5% |
| Participant deferral / active EE | $336 | $3,025-88.9% | $3,986-91.6% | $4,028-91.7% |
| Admin fee / account holder | $951 | $4,835-80.3% | $6,835-86.1% | $5,403-82.4% |