Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,489 | $94,031-56.9% | $115,768-65.0% | $82,448-50.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 6.54% | 20.61%-14.1pp | 100.46%-93.9pp | 41.64%-35.1pp |
| Employer contribution / active EE | $2,399 | $2,323+3.3% | $2,940-18.4% | $2,551-6.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,555 | $10,249-84.8% | $12,439-87.5% | $7,234-78.5% |