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 | $26,629 | $42,383-37.2% | $76,523-65.2% | $64,181-58.5% |
| Participation rate | 85.1% | 58.1%+27.0pp | 68.0%+17.1pp | 69.6%+15.5pp |
| Annual return | -9.58% | -16.54%+7.0pp | -0.27%-9.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $2,381 | $1,563+52.3% | $2,647-10.0% | $2,3810% |
| Participant deferral / active EE | $632 | $2,566-75.4% | $3,835-83.5% | $3,470-81.8% |
| Admin fee / account holder | $466 | $3,198-85.4% | $4,848-90.4% | $4,887-90.5% |