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 | $15,679 | $133,983-88.3% | $112,244-86.0% | $134,493-88.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.91% | 47.13%-68.0pp | 27.46%-48.4pp | 418.01%-438.9pp |
| Employer contribution / active EE | $15,865 | $4,039+292.8% | $3,635+336.4% | $4,740+234.7% |
| Participant deferral / active EE | $1,021 | $5,291-80.7% | $4,728-78.4% | $6,400-84.0% |
| Admin fee / account holder | $2,208 | $7,490-70.5% | $6,411-65.6% | $11,425-80.7% |