Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,378 | $85,171-66.7% | $172,752-83.6% | $72,975-61.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.79% | 27.32%-24.5pp | 802.97%-800.2pp | 81.01%-78.2pp |
| Employer contribution / active EE | $2,184 | $3,324-34.3% | $5,144-57.5% | $2,440-10.5% |
| Participant deferral / active EE | $732 | $3,260-77.5% | $5,198-85.9% | $3,608-79.7% |
| Admin fee / account holder | $1,349 | $5,880-77.1% | $13,955-90.3% | $5,124-73.7% |